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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
151
$1.48M 0.16%
151,028
+45,428
152
$1.47M 0.16%
23,775
+2,466
153
$1.47M 0.16%
25,033
+8,330
154
$1.46M 0.16%
156,901
+42,966
155
$1.45M 0.15%
60,534
+1,826
156
$1.41M 0.15%
3,286
-524
157
$1.4M 0.15%
94,071
-21,414
158
$1.4M 0.15%
35,930
159
$1.39M 0.15%
+11,495
160
$1.39M 0.15%
+7,030
161
$1.39M 0.15%
27,980
-834
162
$1.35M 0.14%
12,279
-443
163
$1.35M 0.14%
14,834
-3,026
164
$1.34M 0.14%
11,376
-4,576
165
$1.32M 0.14%
174,822
+30,214
166
$1.3M 0.14%
88,002
+16,152
167
$1.29M 0.14%
22,238
-3,979
168
$1.28M 0.14%
7,303
+403
169
$1.28M 0.14%
29,999
-329
170
$1.28M 0.14%
52,554
-1,645
171
$1.27M 0.14%
20,620
+6,850
172
$1.27M 0.14%
18,648
+3,092
173
$1.27M 0.14%
7,516
-46
174
$1.26M 0.14%
+83,653
175
$1.25M 0.13%
7,416
-3,308
5 6
7
8 9