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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
TREE icon
1526
LendingTree
TREE
$625M
– –
-7,970
TRX icon
1527
TRX Gold Corp
TRX
$274M
– –
-10,600
TSLY icon
1528
YieldMax TSLA Option Income Strategy ETF
TSLY
$828M
– –
-15,331
TTD icon
1529
Trade Desk
TTD
$9B
– –
-5,478
TTI icon
1530
TETRA Technologies
TTI
$1.52B
– –
-15,754
TTWO icon
1531
Take-Two Interactive
TTWO
$46.5B
– –
-959
TXRH icon
1532
Texas Roadhouse
TXRH
$12.6B
– –
-6,148
UAMY icon
1533
United States Antimony
UAMY
$1.14B
– –
-10,000
VIPS icon
1534
Vipshop
VIPS
$6.51B
– –
-15,723
VNT icon
1535
Vontier
VNT
$4.02B
– –
-7,958
WCBR
1536
WisdomTree Cybersecurity Fund
WCBR
$106M
– –
-8,342
WCLD
1537
WisdomTree Cloud Computing Fund
WCLD
$269M
– –
-5,795
WDAY icon
1538
Workday
WDAY
$32.2B
– –
-1,767
WF icon
1539
Woori Financial
WF
$13.9B
– –
-3,707
WTAI icon
1540
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$639M
– –
-11,302
ZM icon
1541
Zoom
ZM
$26.4B
– –
-2,424
SCIO icon
1542
First Trust Structured Credit Income Opportunities ETF
SCIO
$412M
– –
-33,136
FLAO icon
1543
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$8.48M
– –
-14,578
ETH
1544
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.47B
– –
-27,576
ETHU
1545
2x Ether ETF
ETHU
$564M
– –
-6,159
CGUI
1546
Capital Group Ultra Short Income ETF
CGUI
$288M
– –
-7,936
BDIV
1547
AAM Brentview Dividend Growth ETF
BDIV
$6.07M
– –
-8,790
EXE
1548
Expand Energy Corp
EXE
$21.4B
– –
-1,852
PLTY
1549
YieldMax PLTR Option Income Strategy ETF
PLTY
$339M
– –
-29,023
QBF
1550
Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
QBF
$13.4M
– –
-9,553
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