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
1 Year Est. Return
+29.64%
AUM
$4.46B
AUM Growth
-$23.9M
(-0.53%)
Holding
1,557
Top Buys
| 1 | +$13.7M | |
| 2 | +$11.6M | |
| 3 | +$11.3M | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$9.58M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$8.9M |
Top Sells
| 1 | +$9.14M | |
| 2 | +$7.93M | |
| 3 | +$7.05M | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$6.53M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
VGUS
1551
Vanguard Ultra-Short Treasury ETF
VGUS
$988M
| – | – |
-2,911
|
|
||
|
TPC
1552
Tutor Perini Cor
TPC
$4.18B
| – | – |
-16,061
|
|
||
|
BSOL
1553
Bitwise Solana Staking ETF
BSOL
$567M
| – | – |
-10,721
|
|
||
|
GXRP
1554
Grayscale XRP Trust ETF
GXRP
$50.1M
| – | – |
-10,000
|
|
||
1555
Estee Lauder
EL
$29.8B
| – | – |
-3,222
|
|
||
|
SW
1556
Smurfit Westrock
SW
$24.2B
| – | – |
-5,499
|
|