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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
RSPT icon
1026
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.68B
$387K 0.01%
8,500
SPGI icon
1027
S&P Global
SPGI
$123B
$386K 0.01%
739
+125
BCX icon
1028
BlackRock Resources & Commodities Strategy Trust
BCX
$862M
$386K 0.01%
35,130
-409
YEAR icon
1029
AB Ultra Short Income ETF
YEAR
$1.45B
$385K 0.01%
7,635
-5,310
PAYC icon
1030
Paycom
PAYC
$6.25B
$383K 0.01%
2,405
-171
OTIS icon
1031
Otis Worldwide
OTIS
$27.5B
$383K 0.01%
4,387
+395
XHB icon
1032
State Street SPDR S&P Homebuilders ETF
XHB
$1.67B
$381K 0.01%
3,704
-24
SCHB icon
1033
Schwab US Broad Market ETF
SCHB
$43B
$381K 0.01%
14,530
+227
FNCL icon
1034
Fidelity MSCI Financials Index ETF
FNCL
$2.29B
$380K 0.01%
4,890
-960
WDAY icon
1035
Workday
WDAY
$32.2B
$380K 0.01%
1,767
-1,316
TIGO icon
1036
Millicom
TIGO
$15.2B
$379K 0.01%
+6,835
CGMU icon
1037
Capital Group Municipal Income ETF
CGMU
$6.27B
$379K 0.01%
13,829
+5,239
IBTG icon
1038
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.3B
$378K 0.01%
16,513
+7,122
CLX icon
1039
Clorox
CLX
$11.5B
$377K 0.01%
3,742
+361
FLDR icon
1040
Fidelity Low Duration Bond Factor ETF
FLDR
$1.71B
$377K 0.01%
7,500
EHC icon
1041
Encompass Health
EHC
$10B
$376K 0.01%
+3,544
OKTA icon
1042
Okta
OKTA
$24.4B
$376K 0.01%
4,346
+276
BDX icon
1043
Becton Dickinson
BDX
$41.7B
$375K 0.01%
1,933
-97
NDEC
1044
Innovator Growth-100 Power Buffer ETF - December
NDEC
$77.8M
$374K 0.01%
13,500
-5,000
DXPE icon
1045
DXP Enterprises
DXPE
$2.62B
$374K 0.01%
3,409
+1,414
SHYG icon
1046
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.52B
$374K 0.01%
8,727
+3,226
STXF
1047
Strive 500 ETF
STXF
$1.11B
$371K 0.01%
8,411
+811
NLR icon
1048
VanEck Uranium + Nuclear Energy ETF
NLR
$4.2B
$368K 0.01%
2,965
-344
VSS icon
1049
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$368K 0.01%
2,568
+241
SLVR
1050
Sprott Silver Miners & Physical Silver ETF
SLVR
$647M
$368K 0.01%
+6,587
40 41
42
43 44