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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
176
$1.24M 0.13%
19,308
-905
177
$1.24M 0.13%
8,649
+509
178
$1.23M 0.13%
34,152
-1,179
179
$1.23M 0.13%
+91,396
180
$1.23M 0.13%
15,995
-528
181
$1.21M 0.13%
17,376
-6,847
182
$1.2M 0.13%
7,873
+24
183
$1.2M 0.13%
8,529
-8,831
184
$1.2M 0.13%
55,856
-14,124
185
$1.2M 0.13%
5,963
-255
186
$1.19M 0.13%
28,693
+12,279
187
$1.18M 0.13%
56,530
+20,480
188
$1.18M 0.13%
11,587
-340
189
$1.18M 0.13%
8,774
+1,860
190
$1.17M 0.13%
18,652
-89
191
$1.17M 0.13%
+29,855
192
$1.17M 0.12%
27,935
-1,011
193
$1.16M 0.12%
9,860
-260
194
$1.15M 0.12%
45,365
+4,231
195
$1.15M 0.12%
27,991
+19,975
196
$1.15M 0.12%
3,826
+949
197
$1.15M 0.12%
9,652
-85
198
$1.14M 0.12%
31,450
+1,900
199
$1.14M 0.12%
12,013
-282
200
$1.13M 0.12%
7,509
-3,251
6 7
8
9 10