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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
1126
$242K 0.01%
575
+68
1127
$242K 0.01%
4,147
-720
1128
$241K 0.01%
12,900
1129
$241K 0.01%
7,672
-282
1130
$241K 0.01%
7,612
+862
1131
$240K 0.01%
1,788
-216
1132
$240K 0.01%
4,980
1133
$239K 0.01%
4,748
+520
1134
$239K 0.01%
+3,669
1135
$239K 0.01%
2,648
+173
1136
$239K 0.01%
23,000
-11,000
1137
$238K 0.01%
7,850
-750
1138
$238K 0.01%
9,683
-518
1139
$238K 0.01%
+782
1140
$237K 0.01%
5,499
+710
1141
$237K 0.01%
+5,809
1142
$236K 0.01%
+4,260
1143
$236K 0.01%
+19,901
1144
$235K 0.01%
2,233
+15
1145
$235K 0.01%
+3,240
1146
$235K 0.01%
20,082
+500
1147
$234K 0.01%
+8,629
1148
$234K 0.01%
466
-1
1149
$234K 0.01%
+9,779
1150
$233K 0.01%
+1,735
44 45
46
47 48