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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
1051
$287K 0.01%
+8,223
1052
$287K 0.01%
+1,582
1053
$286K 0.01%
+79,400
1054
$286K 0.01%
7,442
+28
1055
$285K 0.01%
+1,222
1056
$284K 0.01%
3,816
+371
1057
$284K 0.01%
3,735
-30
1058
$284K 0.01%
+3,540
1059
$281K 0.01%
8,750
1060
$281K 0.01%
+7,095
1061
$280K 0.01%
+28,205
1062
$280K 0.01%
+3,953
1063
$280K 0.01%
874
+284
1064
$280K 0.01%
+2,248
1065
$279K 0.01%
5,700
1066
$279K 0.01%
3,258
+213
1067
$278K 0.01%
842
-15
1068
$278K 0.01%
5,133
+32
1069
$278K 0.01%
11,906
+449
1070
$277K 0.01%
10,008
+417
1071
$277K 0.01%
2,899
-1,029
1072
$276K 0.01%
12,501
+480
1073
$275K 0.01%
+1,659
1074
$275K 0.01%
+5,311
1075
$275K 0.01%
+4,006
41 42
43
44 45