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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
1076
$274K 0.01%
12,085
+459
1077
$274K 0.01%
+1,928
1078
$273K 0.01%
12,704
+495
1079
$273K 0.01%
2,334
+355
1080
$272K 0.01%
+2,450
1081
$272K 0.01%
11,797
-624
1082
$272K 0.01%
10,323
1083
$269K 0.01%
+5,947
1084
$268K 0.01%
2,213
-1,210
1085
$268K 0.01%
+2,658
1086
$268K 0.01%
4,738
+270
1087
$267K 0.01%
1,577
1088
$264K 0.01%
5,911
1089
$264K 0.01%
14,000
1090
$263K 0.01%
1,139
1091
$263K 0.01%
+2,918
1092
$262K 0.01%
1,598
+120
1093
$262K 0.01%
+7,920
1094
$260K 0.01%
6,214
-46
1095
$258K 0.01%
21,077
+2,430
1096
$257K 0.01%
3,395
-2,933
1097
$257K 0.01%
8,000
1098
$257K 0.01%
+7,189
1099
$257K 0.01%
10,000
1100
$256K 0.01%
7,860
-2,637
42 43
44
45 46