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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
1201
$211K 0.01%
+1,636
1202
$211K 0.01%
10,587
-437
1203
$211K 0.01%
6,589
1204
$210K 0.01%
3,709
+3,055
1205
$210K 0.01%
+1,367
1206
$210K 0.01%
+4,060
1207
$209K 0.01%
+2,640
1208
$209K 0.01%
20,475
-425
1209
$209K 0.01%
8,576
-37,733
1210
$207K 0.01%
+4,638
1211
$207K 0.01%
635
-255
1212
$207K 0.01%
3,728
-5,364
1213
$206K 0.01%
+1,200
1214
$205K 0.01%
16,938
-1,424
1215
$205K 0.01%
+3,014
1216
$205K 0.01%
42,742
+6,242
1217
$205K 0.01%
+8,686
1218
$205K 0.01%
+4,628
1219
$205K 0.01%
1,472
-216
1220
$205K 0.01%
16,129
+39
1221
$205K 0.01%
+892
1222
$204K 0.01%
+4,825
1223
$204K 0.01%
+3,319
1224
$203K 0.01%
5,000
1225
$203K 0.01%
+36,017
47 48
49
50 51