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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
$3.63B
AUM Growth
+$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,364
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$23.6M
3
+$14.2M
4
NFLX icon
Netflix
NFLX
+$9.8M
5
QQQI icon
NEOS Nasdaq 100 High Income ETF
QQQI
+$9.05M

Top Sells

1
+$11.7M
2
+$9.29M
3
+$6.6M
4
AVGO icon
Broadcom
AVGO
+$5.7M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.16M

Sector Composition

1 Technology 21.32%
2 Financials 5.07%
3 Consumer Discretionary 4.84%
4 Communication Services 4.16%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.68M 0.16%
46,755
+589
127
$5.6M 0.15%
56,326
+3,473
128
$5.52M 0.15%
177,979
+11,106
129
$5.5M 0.15%
146,287
-2,829
130
$5.46M 0.15%
178,091
-9,367
131
$5.45M 0.15%
54,161
+25,947
132
$5.42M 0.15%
41,072
+369
133
$5.41M 0.15%
7,054
+5,158
134
$5.39M 0.15%
77,654
-4,380
135
$5.33M 0.15%
130,602
+14,148
136
$5.29M 0.15%
25,262
+1,822
137
$5.28M 0.15%
262,868
+17,357
138
$5.14M 0.14%
46,490
-1,231
139
$5.05M 0.14%
153,797
+54,702
140
$5.01M 0.14%
126,826
+43,374
141
$5.01M 0.14%
136,318
-51,293
142
$4.95M 0.14%
22,936
+1,268
143
$4.94M 0.14%
18,106
+492
144
$4.92M 0.14%
113,399
+7,695
145
$4.83M 0.13%
9,137
+2,992
146
$4.81M 0.13%
287,933
-219,306
147
$4.76M 0.13%
56,158
-9,226
148
$4.74M 0.13%
43,692
-4,787
149
$4.71M 0.13%
85,121
+54,665
150
$4.7M 0.13%
244,060
+18,358
4 5
6
7 8