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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
$979M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.21M
3
+$3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.25M

Top Sells

1
+$2.33M
2
+$1.12M
3
+$1.05M
4
OTRK
Ontrak
OTRK
+$1.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 9.05%
3 Financials 6.34%
4 Communication Services 4.68%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.22%
10,934
-445
102
$2.1M 0.21%
28,348
+16,638
103
$2.08M 0.21%
24,495
+86
104
$2.06M 0.21%
36,105
+5,184
105
$2.02M 0.21%
37,528
+985
106
$2.02M 0.21%
40,272
-536
107
$2M 0.2%
15,501
-1,356
108
$1.97M 0.2%
52,604
+7,347
109
$1.97M 0.2%
32,528
-141
110
$1.95M 0.2%
+6,166
111
$1.95M 0.2%
+59,293
112
$1.87M 0.19%
5,649
+1,083
113
$1.86M 0.19%
14,628
+871
114
$1.85M 0.19%
106,554
-1,470
115
$1.78M 0.18%
22,566
-597
116
$1.75M 0.18%
32,163
+2,991
117
$1.74M 0.18%
127,006
+9,250
118
$1.74M 0.18%
64,058
-2,353
119
$1.74M 0.18%
12,426
+267
120
$1.67M 0.17%
7,641
-224
121
$1.66M 0.17%
19,118
+2,598
122
$1.66M 0.17%
2,490
-93
123
$1.65M 0.17%
20,700
+950
124
$1.65M 0.17%
5,273
+47
125
$1.62M 0.17%
59,854
-40,754
3 4
5
6 7