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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
1176
$223K 0.01%
11,050
1177
$223K 0.01%
4,329
+52
1178
$222K 0.01%
5,140
1179
$222K 0.01%
+10,921
1180
$221K 0.01%
+1,420
1181
$221K 0.01%
+4,536
1182
$221K 0.01%
+2,485
1183
$220K 0.01%
9,485
-39,765
1184
$220K 0.01%
3,630
+72
1185
$219K 0.01%
1,389
-966
1186
$219K 0.01%
4,600
1187
$218K 0.01%
22,464
-6,875
1188
$217K 0.01%
7,225
-200
1189
$216K 0.01%
4,159
+12
1190
$216K 0.01%
+1,640
1191
$215K 0.01%
553
+33
1192
$215K 0.01%
885
-13
1193
$214K 0.01%
+6,713
1194
$214K 0.01%
+1,344
1195
$214K 0.01%
7,020
1196
$213K 0.01%
12,123
-422
1197
$213K 0.01%
+19,818
1198
$212K 0.01%
+7,712
1199
$212K 0.01%
+4,024
1200
$211K 0.01%
+4,698
46 47
48
49 50