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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
151
$1.37M 0.14%
5,930
-1,405
152
$1.36M 0.14%
10,850
-1
153
$1.36M 0.14%
90,480
-172
154
$1.35M 0.14%
22,878
+806
155
$1.35M 0.14%
9,726
-383
156
$1.34M 0.14%
4,203
+175
157
$1.34M 0.14%
18,824
-564
158
$1.32M 0.13%
7,507
+2,642
159
$1.31M 0.13%
33,404
-1,166
160
$1.31M 0.13%
59,301
+31,971
161
$1.29M 0.13%
43,983
-6,231
162
$1.28M 0.13%
49,032
-1,192
163
$1.27M 0.13%
6,346
-162
164
$1.26M 0.13%
+128,900
165
$1.26M 0.13%
17,148
-652
166
$1.26M 0.13%
26,810
+2,580
167
$1.25M 0.13%
9,768
+3,586
168
$1.25M 0.13%
24,759
+2,276
169
$1.25M 0.13%
10,578
+25
170
$1.24M 0.13%
17,614
+970
171
$1.24M 0.13%
16,627
-3,465
172
$1.22M 0.13%
4,756
+1,273
173
$1.22M 0.12%
9,203
-3,299
174
$1.22M 0.12%
4,652
+1,050
175
$1.21M 0.12%
116,205
+21,555
5 6
7
8 9