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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
101
$6.98M 0.19%
164,676
-19,928
102
$6.73M 0.19%
28,201
+5,903
103
$6.72M 0.19%
131,674
+8,424
104
$6.66M 0.18%
12,248
+152
105
$6.59M 0.18%
162,068
+15,401
106
$6.54M 0.18%
133,293
+44,451
107
$6.39M 0.18%
243,099
+170,733
108
$6.33M 0.17%
24,600
+3,535
109
$6.2M 0.17%
66,093
+2,396
110
$6.13M 0.17%
279,059
+4,586
111
$6.05M 0.17%
833,950
-152,767
112
$6.05M 0.17%
145,488
+12,350
113
$6.04M 0.17%
44,821
-2,731
114
$6.03M 0.17%
110,857
-3,363
115
$6M 0.17%
+216,981
116
$6M 0.17%
19,109
+318
117
$5.96M 0.16%
54,150
+5,770
118
$5.96M 0.16%
175,117
+1,620
119
$5.95M 0.16%
73,458
-2,823
120
$5.94M 0.16%
15,304
+473
121
$5.94M 0.16%
52,824
+12,467
122
$5.9M 0.16%
48,482
-306
123
$5.87M 0.16%
79,685
-62,101
124
$5.74M 0.16%
33,151
+7,424
125
$5.69M 0.16%
52,108
-4,385
3 4
5
6 7