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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
1101
$256K 0.01%
8,400
-200
1102
$255K 0.01%
3,081
+100
1103
$255K 0.01%
11,695
+967
1104
$254K 0.01%
+8,900
1105
$254K 0.01%
5,787
+468
1106
$253K 0.01%
21,206
+3,753
1107
$251K 0.01%
+97,104
1108
$251K 0.01%
+10,000
1109
$251K 0.01%
9,124
-23,294
1110
$251K 0.01%
3,177
-1,074
1111
$250K 0.01%
5,182
+456
1112
$250K 0.01%
+14,045
1113
$248K 0.01%
10,144
+2,447
1114
$248K 0.01%
8,208
+8
1115
$247K 0.01%
3,950
-467
1116
$247K 0.01%
8,923
-122
1117
$246K 0.01%
2,500
1118
$245K 0.01%
10,675
-400
1119
$245K 0.01%
+5,996
1120
$245K 0.01%
28,400
+3,300
1121
$245K 0.01%
4,970
1122
$245K 0.01%
+5,411
1123
$245K 0.01%
4,500
1124
$243K 0.01%
+1,438
1125
$242K 0.01%
+3,128
43 44
45
46 47