We are live on ! Find out more
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
1
$262M 7.23%
1,659,911
+29,190
2
$97M 2.67%
472,770
-558
3
$95.5M 2.63%
173,105
+11,218
4
$94.2M 2.59%
341,604
-26,233
5
$83.2M 2.29%
167,281
+8,445
6
$77.1M 2.12%
351,498
+23,847
7
$67.1M 1.85%
1,304,511
+1,036,987
8
$63.6M 1.75%
102,972
+10,197
9
$53.4M 1.47%
85,970
+6,584
10
$48.1M 1.33%
352,766
+121,404
11
$43.7M 1.2%
143,696
+10,353
12
$34.2M 0.94%
46,328
+3,537
13
$33.5M 0.92%
33,882
-298
14
$31.8M 0.88%
506,488
+47,071
15
$27.6M 0.76%
380,324
+62,800
16
$27.3M 0.75%
203,980
+86,660
17
$25.9M 0.71%
204,570
+11,822
18
$25.7M 0.71%
80,763
+2,492
19
$25.6M 0.71%
231,278
+214,922
20
$24.3M 0.67%
440,900
-49,865
21
$24.1M 0.66%
1,159,542
-571,764
22
$23.6M 0.65%
133,160
+8,479
23
$22.5M 0.62%
73,875
-889
24
$22.4M 0.62%
371,680
+2,134
25
$20.1M 0.55%
204,643
-7,900
1
2 3 4 5