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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
$936M
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.49M
3
+$2.96M
4
TAGS icon
Teucrium Agricultural Fund
TAGS
+$2.69M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.53M

Top Sells

1
+$30.5M
2
+$30M
3
+$6.9M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.68M
5
PSX icon
Phillips 66
PSX
+$3.25M

Sector Composition

1 Technology 16.43%
2 Financials 7.11%
3 Consumer Discretionary 7.04%
4 Real Estate 4.59%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.19%
7,309
-1,913
127
$1.8M 0.19%
38,419
-16,006
128
$1.78M 0.19%
10,684
+1,212
129
$1.77M 0.19%
72,724
-4,772
130
$1.77M 0.19%
32,835
+825
131
$1.75M 0.19%
+62,560
132
$1.7M 0.18%
126,293
+44,394
133
$1.7M 0.18%
61,959
+4,243
134
$1.69M 0.18%
20,113
-2,194
135
$1.68M 0.18%
231,139
+46,818
136
$1.68M 0.18%
43,298
+4,850
137
$1.67M 0.18%
5,164
+1,421
138
$1.67M 0.18%
16,228
+133
139
$1.67M 0.18%
50,821
-71,422
140
$1.66M 0.18%
15,314
-824
141
$1.65M 0.18%
19,699
+436
142
$1.65M 0.18%
31,702
-270
143
$1.64M 0.18%
93,950
+6,130
144
$1.62M 0.17%
115,621
+5,189
145
$1.6M 0.17%
45,515
+4,256
146
$1.59M 0.17%
95,147
+6,091
147
$1.55M 0.17%
4,239
+229
148
$1.55M 0.17%
18,840
-1,302
149
$1.49M 0.16%
55,823
+763
150
$1.49M 0.16%
8,165
+1,507
4 5
6
7 8