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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
976
PACCAR
PCAR
$64B
$422K 0.01%
3,853
-123
IYY icon
977
iShares Dow Jones US ETF
IYY
$2.99B
$422K 0.01%
2,543
SO icon
978
Southern Company
SO
$108B
$421K 0.01%
4,831
-168
SLRC icon
979
SLR Investment Corp
SLRC
$681M
$420K 0.01%
27,192
+260
PALC icon
980
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$225M
$420K 0.01%
8,047
-35
IOT icon
981
Samsara
IOT
$20.4B
$420K 0.01%
11,839
-1,555
BSJR icon
982
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$845M
$419K 0.01%
18,529
+3,497
BTC
983
Grayscale Bitcoin Mini Trust ETF
BTC
$3.28B
$416K 0.01%
10,736
-120
FIIG icon
984
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$672M
$415K 0.01%
19,571
+1,868
FLAO icon
985
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$8.48M
$414K 0.01%
+14,578
ILMN icon
986
Illumina
ILMN
$28.4B
$414K 0.01%
3,157
+825
ARLU icon
987
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$54.2M
$413K 0.01%
13,625
BSCT icon
988
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.86B
$413K 0.01%
21,923
+2,282
HL icon
989
Hecla Mining
HL
$11.1B
$413K 0.01%
+21,508
PFEB icon
990
Innovator US Equity Power Buffer ETF February
PFEB
$918M
$413K 0.01%
10,133
-5,500
DDOG icon
991
Datadog
DDOG
$93.5B
$410K 0.01%
3,015
-57
RAAX icon
992
VanEck Inflation Allocation ETF
RAAX
$1.05B
$410K 0.01%
11,726
-429
XOP icon
993
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.16B
$410K 0.01%
3,244
-1,648
FIW icon
994
First Trust Water ETF
FIW
$1.86B
$409K 0.01%
3,769
+51
PTMC icon
995
Pacer Trendpilot US Mid Cap ETF
PTMC
$410M
$409K 0.01%
11,476
+1,976
BLES icon
996
Inspire Global Hope ETF
BLES
$156M
$409K 0.01%
9,471
+2,060
DJUN icon
997
FT Vest US Equity Deep Buffer ETF June
DJUN
$348M
$408K 0.01%
8,625
JAVA icon
998
JPMorgan Active Value ETF
JAVA
$7.5B
$408K 0.01%
+5,692
IBD icon
999
Inspire Corporate Bond ETF
IBD
$473M
$408K 0.01%
16,855
+1,318
BE icon
1000
Bloom Energy
BE
$84.2B
$408K 0.01%
4,690
+1,095
38 39
40
41 42