We are live on ! Find out more
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
MAGS icon
1451
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.42B
– –
-6,441
MNST icon
1452
Monster Beverage
MNST
$95.2B
– –
-3,614
MSI icon
1453
Motorola Solutions
MSI
$69.5B
– –
-525
NAC icon
1454
Nuveen California Quality Municipal Income Fund
NAC
$1.9B
– –
-13,124
NRG icon
1455
NRG Energy
NRG
$29.7B
– –
-4,601
NUGT icon
1456
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$824M
– –
-1,649
NVTS icon
1457
Navitas Semiconductor
NVTS
$4.03B
– –
-20,212
OC icon
1458
Owens Corning
OC
$12.1B
– –
-2,481
OLED icon
1459
Universal Display
OLED
$3.88B
– –
-4,530
PAG icon
1460
Penske Automotive Group
PAG
$11.6B
– –
-1,200
PATH icon
1461
UiPath
PATH
$5.98B
– –
-11,622
PDD icon
1462
Pinduoduo
PDD
$117B
– –
-2,129
PEJ icon
1463
Invesco Leisure and Entertainment ETF
PEJ
$273M
– –
-8,039
PHM icon
1464
Pultegroup
PHM
$25.3B
– –
-2,306
PIO icon
1465
Invesco Global Water ETF
PIO
$275M
– –
-4,638
PMM
1466
Putnam Managed Municipal Income
PMM
$280M
– –
-11,753
PRN icon
1467
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$465M
– –
-2,731
PSMJ icon
1468
Pacer Swan SOS Moderate July ETF
PSMJ
$91.2M
– –
-7,850
PSP icon
1469
Invesco Global Listed Private Equity ETF
PSP
$250M
– –
-3,972
PZZA icon
1470
Papa John's
PZZA
$1.18B
– –
-13,599
RBLX icon
1471
Roblox
RBLX
$41.5B
– –
-7,552
REMX icon
1472
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.69B
– –
-8,732
RLTY icon
1473
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$265M
– –
-12,900
SBLK icon
1474
Star Bulk Carriers
SBLK
$2.77B
– –
-25,777
SCHV
1475
Schwab US Large-Cap Value ETF
SCHV
$15.7B
– –
-10,035
57 58
59
60 61