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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
201
$3.65M 0.1%
200,449
+38,708
202
$3.64M 0.1%
534,970
+31,991
203
$3.58M 0.1%
89,891
-110,551
204
$3.57M 0.1%
23,764
+672
205
$3.55M 0.1%
40,266
-13,193
206
$3.53M 0.1%
66,737
-34,666
207
$3.5M 0.1%
52,962
+10,530
208
$3.44M 0.09%
38,592
+6,954
209
$3.42M 0.09%
181,960
+113,207
210
$3.42M 0.09%
78,483
+4,651
211
$3.42M 0.09%
92,361
-81,962
212
$3.41M 0.09%
218,750
-8,679
213
$3.34M 0.09%
14,588
+1,672
214
$3.33M 0.09%
88,012
+80,834
215
$3.31M 0.09%
136,515
-5,510
216
$3.31M 0.09%
250,231
-2,593
217
$3.3M 0.09%
+152,206
218
$3.29M 0.09%
6,477
-90
219
$3.29M 0.09%
75,224
+54,368
220
$3.28M 0.09%
263,345
+18,270
221
$3.21M 0.09%
4,530
+1,421
222
$3.19M 0.09%
10,217
+2,573
223
$3.18M 0.09%
16,279
+5,364
224
$3.18M 0.09%
14,937
-4,172
225
$3.16M 0.09%
87,375
+3,335
7 8
9
10 11