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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
$979M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.21M
3
+$3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.25M

Top Sells

1
+$2.33M
2
+$1.12M
3
+$1.05M
4
OTRK
Ontrak
OTRK
+$1.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 9.05%
3 Financials 6.34%
4 Communication Services 4.68%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.61M 0.17%
2,805
+105
127
$1.61M 0.16%
14,535
+2,200
128
$1.59M 0.16%
4,072
+33
129
$1.58M 0.16%
39,398
+330
130
$1.57M 0.16%
58,693
-6,175
131
$1.57M 0.16%
82,373
+3,800
132
$1.56M 0.16%
17,765
+2,015
133
$1.5M 0.15%
29,716
+1,970
134
$1.5M 0.15%
19,618
+1,771
135
$1.48M 0.15%
53,026
+4,629
136
$1.48M 0.15%
17,299
-421
137
$1.48M 0.15%
13,050
+843
138
$1.47M 0.15%
19,555
-1,018
139
$1.46M 0.15%
8,041
-375
140
$1.46M 0.15%
11,715
-195
141
$1.43M 0.15%
28,316
-2,599
142
$1.43M 0.15%
57,573
-2,605
143
$1.43M 0.15%
30,770
-4,083
144
$1.43M 0.15%
13,998
+1,159
145
$1.42M 0.14%
17,285
+2,928
146
$1.4M 0.14%
9,340
+222
147
$1.4M 0.14%
16,203
-5,316
148
$1.39M 0.14%
11,715
-19
149
$1.39M 0.14%
5,890
+67
150
$1.39M 0.14%
25,195
+5,030
4 5
6
7 8