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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
151
$4.61M 0.13%
43,652
-1,239
152
$4.6M 0.13%
13,124
+7,125
153
$4.59M 0.13%
550,019
-5,641
154
$4.57M 0.13%
47,692
+33,502
155
$4.55M 0.13%
45,271
+236
156
$4.55M 0.13%
197,825
+26,084
157
$4.54M 0.13%
20,745
+138
158
$4.52M 0.12%
368,983
+24,028
159
$4.5M 0.12%
96,383
+34,556
160
$4.49M 0.12%
49,382
-1,445
161
$4.48M 0.12%
78,633
+40,067
162
$4.43M 0.12%
35,717
+94
163
$4.39M 0.12%
82,366
+13,709
164
$4.38M 0.12%
92,573
+1,495
165
$4.35M 0.12%
83,580
+27,562
166
$4.31M 0.12%
132,312
+45,034
167
$4.27M 0.12%
231,502
-6,065
168
$4.26M 0.12%
39,162
+854
169
$4.2M 0.12%
145,296
-46,155
170
$4.16M 0.11%
44,339
+15,297
171
$4.14M 0.11%
28,885
-4,189
172
$4.03M 0.11%
43,968
+1,491
173
$4M 0.11%
52,772
+24,822
174
$4M 0.11%
13,127
+9,656
175
$3.96M 0.11%
81,047
-17,419
5 6
7
8 9