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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
$4.46B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.6M
3
+$11.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.58M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.9M

Top Sells

1
+$9.14M
2
+$7.93M
3
+$7.05M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.96M

Sector Composition

1 Technology 19.95%
2 Financials 4%
3 Consumer Discretionary 4%
4 Communication Services 3.81%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AG icon
1451
First Majestic Silver
AG
$8.41B
– –
-11,091
AIG icon
1452
American International
AIG
$40.6B
– –
-3,258
AMCR icon
1453
Amcor
AMCR
$20.2B
– –
-3,660
ARLO icon
1454
Arlo Technologies
ARLO
$1.47B
– –
-11,900
AU icon
1455
AngloGold Ashanti
AU
$40.9B
– –
-7,212
BBAI icon
1456
BigBear.ai
BBAI
$1.74B
– –
-10,807
BLTE
1457
Belite Bio
BLTE
$5.7B
– –
-2,000
BNDI icon
1458
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$178M
– –
-4,677
BRO icon
1459
Brown & Brown
BRO
$22.8B
– –
-2,910
CAMT icon
1460
Camtek
CAMT
$7.25B
– –
-1,890
CDNS icon
1461
Cadence Design Systems
CDNS
$104B
– –
-809
CIVI
1462
DELISTED
Civitas Resources
CIVI
– –
-41,000
GPGI
1463
GPGI Inc
GPGI
$4.82B
– –
-13,922
CYBR
1464
DELISTED
CyberArk
CYBR
– –
-1,072
DAVE icon
1465
Dave Inc
DAVE
$4.87B
– –
-4,355
DFAI icon
1466
Dimensional International Core Equity Market ETF
DFAI
$16.7B
– –
-20,858
DLO icon
1467
dLocal
DLO
$4.32B
– –
-13,997
EBAY icon
1468
eBay
EBAY
$49.4B
– –
-5,163
ECC
1469
Eagle Point Credit Company
ECC
$505M
– –
-314,636
EHC icon
1470
Encompass Health
EHC
$10.1B
– –
-3,544
EXAS
1471
DELISTED
Exact Sciences
EXAS
– –
-3,465
FITE
1472
State Street SPDR S&P Kensho Future Security ETF
FITE
$152M
– –
-2,485
FIX icon
1473
Comfort Systems
FIX
$65.6B
– –
-231
FLIN icon
1474
Franklin FTSE India ETF
FLIN
$2.71B
– –
-21,562
FLRN icon
1475
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.95B
– –
-34,438
57 58
59
60 61