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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
$936M
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.49M
3
+$2.96M
4
TAGS icon
Teucrium Agricultural Fund
TAGS
+$2.69M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.53M

Top Sells

1
+$30.5M
2
+$30M
3
+$6.9M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.68M
5
PSX icon
Phillips 66
PSX
+$3.25M

Sector Composition

1 Technology 16.43%
2 Financials 7.11%
3 Consumer Discretionary 7.04%
4 Real Estate 4.59%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.09M 0.22%
100,815
-10,503
102
$2.08M 0.22%
47,270
+7,967
103
$2.08M 0.22%
96,583
+80,244
104
$2.06M 0.22%
22,193
-166
105
$2.03M 0.22%
140,001
-52,030
106
$2.02M 0.22%
24,410
+4,209
107
$1.98M 0.21%
43,655
+2,633
108
$1.98M 0.21%
20,825
-1,035
109
$1.98M 0.21%
21,373
-3,209
110
$1.97M 0.21%
16,869
-3,798
111
$1.96M 0.21%
123,267
+673
112
$1.96M 0.21%
11,559
-1,607
113
$1.93M 0.21%
13,424
-620
114
$1.92M 0.21%
50,109
+1,140
115
$1.92M 0.2%
46,952
+1,048
116
$1.91M 0.2%
20,907
+6,496
117
$1.91M 0.2%
95,060
+45,925
118
$1.91M 0.2%
92,907
+23,302
119
$1.9M 0.2%
18,644
-290
120
$1.86M 0.2%
150,352
+5,493
121
$1.85M 0.2%
49,926
-3,420
122
$1.84M 0.2%
66,338
+37,843
123
$1.82M 0.19%
5,779
-1,905
124
$1.81M 0.19%
12,138
-75
125
$1.81M 0.19%
128,119
+24,456
3 4
5
6 7