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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
1226
$203K 0.01%
+3,333
1227
$202K 0.01%
2,300
-8,030
1228
$202K 0.01%
+8,800
1229
$200K 0.01%
+1,769
1230
$200K 0.01%
+7,051
1231
$200K 0.01%
+15,179
1232
$198K 0.01%
20,000
+10,000
1233
$193K 0.01%
35,800
+20,185
1234
$186K 0.01%
+13,432
1235
$186K 0.01%
11,986
-1,039
1236
$186K 0.01%
+10,487
1237
$185K 0.01%
+4,030
1238
$182K 0.01%
+11,614
1239
$181K 0.01%
+18,751
1240
$179K ﹤0.01%
8,469
-117
1241
$176K ﹤0.01%
+45,917
1242
$173K ﹤0.01%
+11,817
1243
$170K ﹤0.01%
+22,347
1244
$169K ﹤0.01%
+16,313
1245
$169K ﹤0.01%
13,159
-313
1246
$166K ﹤0.01%
13,675
-875
1247
$156K ﹤0.01%
12,481
+589
1248
$156K ﹤0.01%
29,955
+1,350
1249
$155K ﹤0.01%
24,419
1250
$149K ﹤0.01%
+10,000
48 49
50
51 52