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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
$3.63B
AUM Growth
+$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,364
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$23.6M
3
+$14.2M
4
NFLX icon
Netflix
NFLX
+$9.8M
5
QQQI icon
NEOS Nasdaq 100 High Income ETF
QQQI
+$9.05M

Top Sells

1
+$11.7M
2
+$9.29M
3
+$6.6M
4
AVGO icon
Broadcom
AVGO
+$5.7M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.16M

Sector Composition

1 Technology 21.32%
2 Financials 5.07%
3 Consumer Discretionary 4.84%
4 Communication Services 4.16%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$319K 0.01%
+3,310
1002
$318K 0.01%
29,113
+1,010
1003
$318K 0.01%
2,285
-33
1004
$318K 0.01%
3,008
+167
1005
$318K 0.01%
9,592
+2,542
1006
$318K 0.01%
+2,154
1007
$317K 0.01%
2,626
-211
1008
$316K 0.01%
2,646
-2,042
1009
$316K 0.01%
+5,300
1010
$315K 0.01%
4,330
+539
1011
$314K 0.01%
20,874
-2,185
1012
$312K 0.01%
6,469
+633
1013
$312K 0.01%
+11,393
1014
$310K 0.01%
+2,058
1015
$309K 0.01%
1,862
+204
1016
$308K 0.01%
14,227
-179
1017
$307K 0.01%
+3,798
1018
$306K 0.01%
6,913
-379
1019
$306K 0.01%
5,705
+1,549
1020
$305K 0.01%
6,218
1021
$304K 0.01%
12,386
+295
1022
$304K 0.01%
2,397
+66
1023
$304K 0.01%
11,371
+322
1024
$303K 0.01%
1,359
+229
1025
$303K 0.01%
6,335
+182
39 40
41
42 43