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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
1026
$303K 0.01%
+13,426
1027
$302K 0.01%
7,424
-174
1028
$302K 0.01%
17,550
-5,600
1029
$299K 0.01%
8,050
-350
1030
$298K 0.01%
18,000
-500
1031
$298K 0.01%
+2,080
1032
$298K 0.01%
+10,724
1033
$298K 0.01%
4,427
+627
1034
$297K 0.01%
+4,660
1035
$296K 0.01%
+13,207
1036
$296K 0.01%
+8,903
1037
$296K 0.01%
3,675
-1,204
1038
$294K 0.01%
7,819
+170
1039
$294K 0.01%
2,138
-7,051
1040
$293K 0.01%
+6,800
1041
$293K 0.01%
5,871
+26
1042
$293K 0.01%
4,339
+9
1043
$292K 0.01%
4,150
-107
1044
$292K 0.01%
7,189
-57
1045
$292K 0.01%
5,767
+556
1046
$290K 0.01%
4,140
-654
1047
$290K 0.01%
1,299
-2
1048
$289K 0.01%
2,184
+54
1049
$289K 0.01%
15,589
+23
1050
$289K 0.01%
8,097
+1,340
40 41
42
43 44