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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
1276
$50.9K ﹤0.01%
23,250
1277
$49.5K ﹤0.01%
10,000
-10,000
1278
$48.3K ﹤0.01%
+13,500
1279
$47.5K ﹤0.01%
13,853
-3,895
1280
$44.8K ﹤0.01%
+11,980
1281
$40.4K ﹤0.01%
+11,578
1282
$36.9K ﹤0.01%
13,757
-174
1283
$15.3K ﹤0.01%
25,000
1284
$13.7K ﹤0.01%
975
+18
1285
$6.21K ﹤0.01%
1,499
+50
1286
$3.46K ﹤0.01%
10,600
1287
– –
-4,825
1288
– –
-58,618
1289
– –
-24,669
1290
– –
-11,640
1291
– –
-3,847
1292
– –
-9,896
1293
– –
-9,244
1294
– –
-10,353
1295
– –
-204,800
1296
– –
-3,146
1297
– –
-2,358
1298
– –
-933
1299
– –
-36,280
1300
– –
-7,544
50 51
52
53 54