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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
176
$1.21M 0.12%
19,895
+18
177
$1.21M 0.12%
21,254
+2,212
178
$1.21M 0.12%
4,999
+1,087
179
$1.2M 0.12%
26,970
-397
180
$1.18M 0.12%
13,175
+924
181
$1.17M 0.12%
25,611
+834
182
$1.16M 0.12%
7,753
+231
183
$1.15M 0.12%
5,967
+342
184
$1.14M 0.12%
47,524
+11,467
185
$1.14M 0.12%
19,057
-25
186
$1.14M 0.12%
37,570
+2,241
187
$1.14M 0.12%
40,011
+6,652
188
$1.13M 0.12%
17,569
+1,800
189
$1.13M 0.12%
7,550
+150
190
$1.13M 0.12%
8,466
+1,445
191
$1.12M 0.11%
17,811
-9,195
192
$1.12M 0.11%
16,487
+3,754
193
$1.12M 0.11%
7,539
-550
194
$1.11M 0.11%
54,507
+2,888
195
$1.1M 0.11%
23,466
+3,583
196
$1.1M 0.11%
18,035
-247
197
$1.09M 0.11%
4,284
-52
198
$1.08M 0.11%
40,450
+3,400
199
$1.07M 0.11%
20,831
+4,375
200
$1.07M 0.11%
24,573
-720
6 7
8
9 10