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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
176
$3.94M 0.11%
7,016
-140
177
$3.94M 0.11%
78,764
-27,501
178
$3.93M 0.11%
31,852
+3,899
179
$3.92M 0.11%
+56,747
180
$3.91M 0.11%
425,839
+85,806
181
$3.91M 0.11%
+58,000
182
$3.9M 0.11%
45,132
+873
183
$3.9M 0.11%
73,872
+1,544
184
$3.87M 0.11%
53,184
-11,368
185
$3.84M 0.11%
21,726
+324
186
$3.84M 0.11%
10,956
+7,177
187
$3.83M 0.11%
25,058
-3,092
188
$3.8M 0.1%
13,004
-2,513
189
$3.8M 0.1%
25,736
-1,349
190
$3.79M 0.1%
182,052
+32,442
191
$3.77M 0.1%
23,685
-393
192
$3.77M 0.1%
11,821
-2,546
193
$3.77M 0.1%
35,512
+4,224
194
$3.75M 0.1%
23,176
+4,993
195
$3.75M 0.1%
62,414
+4,304
196
$3.75M 0.1%
24,610
-2,967
197
$3.74M 0.1%
18,170
+590
198
$3.73M 0.1%
41,708
+17,087
199
$3.69M 0.1%
15,586
-963
200
$3.66M 0.1%
20,090
+299
6 7
8
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