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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
201
$1.06M 0.11%
8,364
+4,216
202
$1.05M 0.11%
20,062
+872
203
$1.05M 0.11%
15,001
+312
204
$1.05M 0.11%
43,017
+3,527
205
$1.03M 0.11%
47,820
+23,025
206
$1.03M 0.11%
29,011
-21,853
207
$1.02M 0.1%
16,156
+248
208
$1.01M 0.1%
37,049
-12,158
209
$1.01M 0.1%
94,957
+1,200
210
$1.01M 0.1%
10,275
-1,130
211
$1.01M 0.1%
10,668
+82
212
$1.01M 0.1%
71,076
+1,531
213
$1,000K 0.1%
27,148
+636
214
$995K 0.1%
4,049
+303
215
$994K 0.1%
8,659
-418
216
$994K 0.1%
4,213
+399
217
$992K 0.1%
8,855
+1,327
218
$991K 0.1%
14,185
+671
219
$989K 0.1%
8,054
+402
220
$985K 0.1%
5,399
+200
221
$977K 0.1%
5,824
+746
222
$976K 0.1%
103,993
+38,978
223
$970K 0.1%
30,380
-2,398
224
$958K 0.1%
18,167
-179
225
$941K 0.1%
17,928
+833
7 8
9
10 11