Portfolio (Quarterly)
Guide ↗
INDEPENDENT FINANCIAL GROUP, LLC
· CIK 0000275484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 10,116 | $546K | 0.01% | SOLD |
| 22 | THY | NORTHERN LIGHTS FD TR | — | 23,825 | $529K | 0.01% | SOLD |
| 23 | PALL | ABRDN PALLADIUM ETF TRUST | Financial Services | 3,639 | $529K | 0.01% | SOLD |
| 24 | MC | MOELIS & CO | Financial Services | 7,461 | $513K | 0.01% | SOLD |
| 25 | PBW | INVESCO EXCHANGE TRADED FD T | — | 15,681 | $479K | 0.01% | SOLD |
| 26 | — | CYBERARK SOFTWARE LTD | — | 1,072 | $478K | 0.01% | SOLD |
| 27 | PRIM | PRIMORIS SVCS CORP | Industrials | 3,850 | $478K | 0.01% | SOLD |
| 28 | — | REV GROUP INC | — | 7,699 | $468K | 0.01% | SOLD |
| 29 | EBAY | EBAY INC. | Consumer Cyclical | 5,163 | $450K | 0.01% | SOLD |
| 30 | GGME | INVESCO EXCHANGE TRADED FD T | — | 7,535 | $449K | 0.01% | SOLD |
| 31 | — | ASTRAZENECA PLC | — | 4,827 | $444K | 0.01% | SOLD |
| 32 | TREE | LENDINGTREE INC NEW | Financial Services | 7,970 | $423K | 0.01% | SOLD |
| 33 | FLAO | AIM ETF PRODUCTS TRUST | — | 14,578 | $414K | 0.01% | SOLD |
| 34 | — | SEMLER SCIENTIFIC INC | — | 25,517 | $390K | 0.01% | SOLD |
| 35 | PAYC | PAYCOM SOFTWARE INC | Technology | 2,405 | $383K | 0.01% | SOLD |
| 36 | WDAY | WORKDAY INC | Technology | 1,767 | $380K | 0.01% | SOLD |
| 37 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 3,544 | $376K | 0.01% | SOLD |
| 38 | — | GRAYSCALE XRP TR ETF | — | 10,000 | $355K | 0.01% | SOLD |
| 39 | — | EXACT SCIENCES CORP | — | 3,465 | $352K | 0.01% | SOLD |
| 40 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 3,222 | $337K | 0.01% | SOLD |
Sector Allocation
Technology
40.3%
Financial Services
22.1%
Consumer Cyclical
8.1%
Communication Services
7.6%
Industrials
4.6%
Consumer Defensive
3.9%
Healthcare
3.6%
Real Estate
3.5%
Energy
3.1%
Basic Materials
1.8%