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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
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BYND icon
1401
Beyond Meat
BYND
$384M
$17.9K ﹤0.01%
21,823
+10,245
BBBY.WS
1402
Bed Bath & Beyond Warrants
BBBY.WS
$17.5K ﹤0.01%
+26,503
XTIA icon
1403
XTI Aerospace
XTIA
$65.4M
$12.4K ﹤0.01%
10,000
TRX icon
1404
TRX Gold Corp
TRX
$274M
$9.76K ﹤0.01%
10,600
ABR icon
1405
Arbor Realty Trust
ABR
$1.03B
– –
-156,003
ADM icon
1406
Archer Daniels Midland
ADM
$36.9B
– –
-3,847
AJG icon
1407
Arthur J. Gallagher & Co
AJG
$61.6B
– –
-1,036
ANF icon
1408
Abercrombie & Fitch
ANF
$4.1B
– –
-2,770
APD icon
1409
Air Products & Chemicals
APD
$68.2B
– –
-1,129
ARE icon
1410
Alexandria Real Estate Equities
ARE
$9.24B
– –
-3,148
AUGT icon
1411
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$29.5M
– –
-7,159
BGB
1412
Blackstone Strategic Credit 2027 Term Fund
BGB
$506M
– –
-10,238
BSX icon
1413
Boston Scientific
BSX
$64B
– –
-5,077
CI icon
1414
Cigna
CI
$73.3B
– –
-705
CONY icon
1415
YieldMax COIN Option Income Strategy ETF
CONY
$332M
– –
-8,169
CRPT icon
1416
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$88.6M
– –
-91,009
CSGP icon
1417
CoStar Group
CSGP
$12B
– –
-2,567
CVNA icon
1418
Carvana
CVNA
$48.6B
– –
-39,675
CZR icon
1419
Caesars Entertainment
CZR
$6.19B
– –
-12,587
DG icon
1420
Dollar General
DG
$25.4B
– –
-7,391
DLTR icon
1421
Dollar Tree
DLTR
$23.3B
– –
-5,414
DOCS icon
1422
Doximity
DOCS
$3.95B
– –
-3,444
EIC
1423
Eagle Point Income Co
EIC
$234M
– –
-26,550
EJUL icon
1424
Innovator Emerging Markets Power Buffer ETF July
EJUL
$134M
– –
-8,617
EOG icon
1425
EOG Resources
EOG
$68.5B
– –
-2,291
55 56
57
58 59