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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
1
$44.8M 4.58%
316,881
+20,381
2
$36.1M 3.69%
761,318
+143,557
3
$32.8M 3.36%
199,900
+10,560
4
$30M 3.06%
1,447,040
+108,280
5
$26.5M 2.71%
94,155
+3,919
6
$23.8M 2.43%
66,450
+6,690
7
$18.8M 1.92%
84,726
+14,062
8
$14.5M 1.48%
56,199
+4,800
9
$11.3M 1.15%
88,259
+609
10
$11.2M 1.14%
26,004
+1,493
11
$10.4M 1.06%
89,110
+7,910
12
$8.79M 0.9%
167,000
+28,005
13
$8.45M 0.86%
63,440
+2,380
14
$7.88M 0.81%
18,291
+2,972
15
$7.5M 0.77%
154,680
+23,250
16
$6.97M 0.71%
18,107
+3,741
17
$6.96M 0.71%
25,672
-1,595
18
$6.68M 0.68%
269,883
+9,618
19
$6.61M 0.68%
29,685
+3,750
20
$6.37M 0.65%
461,401
-6,227
21
$6.01M 0.61%
36,568
+2,905
22
$6M 0.61%
53,728
-914
23
$5.96M 0.61%
17,574
-941
24
$5.96M 0.61%
178,460
+4,690
25
$5.7M 0.58%
55,175
+3,357
1
2 3 4 5