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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
201
$1.12M 0.12%
13,145
-258
202
$1.12M 0.12%
100,510
-39,834
203
$1.11M 0.12%
41,500
+3,750
204
$1.11M 0.12%
14,729
-1,320
205
$1.11M 0.12%
72,468
+37,362
206
$1.1M 0.12%
38,640
+11,351
207
$1.1M 0.12%
19,244
+97
208
$1.1M 0.12%
20,360
-945
209
$1.09M 0.12%
22,471
+66
210
$1.08M 0.12%
2,272
+1,757
211
$1.08M 0.12%
27,083
+5,196
212
$1.07M 0.11%
51,481
-23,963
213
$1.07M 0.11%
+81,491
214
$1.06M 0.11%
97,614
+13,706
215
$1.06M 0.11%
21,103
-1,556
216
$1.06M 0.11%
52,250
-2,321
217
$1.06M 0.11%
8,134
+273
218
$1.05M 0.11%
96,711
-6,753
219
$1.05M 0.11%
166,725
+44,155
220
$1.03M 0.11%
13,379
-772
221
$1.02M 0.11%
54,813
-38,421
222
$1.02M 0.11%
14,056
+1,265
223
$1.01M 0.11%
10,150
+2,057
224
$1M 0.11%
3,685
+768
225
$996K 0.11%
10,086
+1,942
7 8
9
10 11