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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
1251
$147K ﹤0.01%
19,326
-1,957
1252
$146K ﹤0.01%
+13,043
1253
$142K ﹤0.01%
+12,728
1254
$138K ﹤0.01%
20,608
+4,950
1255
$134K ﹤0.01%
13,850
-13,900
1256
$130K ﹤0.01%
+17,938
1257
$128K ﹤0.01%
11,841
-1,551
1258
$118K ﹤0.01%
+12,559
1259
$118K ﹤0.01%
10,000
1260
$116K ﹤0.01%
+17,080
1261
$113K ﹤0.01%
12,600
-10,200
1262
$113K ﹤0.01%
19,173
1263
$111K ﹤0.01%
+10,463
1264
$107K ﹤0.01%
+27,021
1265
$106K ﹤0.01%
+10,872
1266
$103K ﹤0.01%
+11,500
1267
$99.9K ﹤0.01%
+15,250
1268
$98.5K ﹤0.01%
18,002
+1,447
1269
$90.4K ﹤0.01%
17,900
1270
$89.6K ﹤0.01%
15,400
1271
$83.2K ﹤0.01%
11,171
1272
$79.3K ﹤0.01%
18,407
+7,750
1273
$77.5K ﹤0.01%
11,738
+1,738
1274
$76.3K ﹤0.01%
12,753
+2,500
1275
$58.8K ﹤0.01%
11,370
-200
49 50
51
52 53