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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 153 New 602 Added 526 Reduced
Page 51 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ATEC ALPHATEC HLDGS INC Healthcare 39,650.0 $431K 0.01% $10.88 -24.3%
1002 FALN ISHARES TR 16,068.0 $429K 0.01% $26.72 +0.2%
1003 BSCR INVESCO EXCH TRD SLF IDX FD 21,827.0 $428K 0.01% $19.63 -0.2%
1004 FFEB FIRST TR EXCHNG TRADED FD VI 7,652.0 $427K 0.01% +70.0 +0.9% $55.85 +7.9%
1005 PTMC PACER FDS TR 11,652.0 $426K 0.01% +176.0 +1.5% $36.57 +6.6%
1006 FDD FIRST TR EXCHANGE-TRADED FD 23,910.0 $426K 0.01% -286.0 -1.2% $17.81 +9.1%
1007 SHYG ISHARES TR 10,020.0 $424K 0.01% +1K +14.8% $42.31 -0.2%
1008 JAVA J P MORGAN EXCHANGE TRADED F 5,892.0 $423K 0.01% +200.0 +3.5% $71.75 +5.3%
1009 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,635.0 $422K 0.01% -1K -17.6% $74.94 +10.3%
1010 BCX BLACKROCK RES & COMMODITIES Financial Services 34,980.0 $422K 0.01% $12.05 +0.4%
1011 FRO FRONTLINE PLC Energy 12,073.0 $421K 0.01% -822.0 -6.4% $34.86 +9.0%
1012 RSPT INVESCO EXCHANGE TRADED FD T 9,295.0 $421K 0.01% +795.0 +9.3% $45.26 +27.4%
1013 IYZ ISHARES TR 10,632.0 $418K 0.01% -51K -82.8% $39.32 +9.7%
1014 NUE NUCOR CORP Basic Materials 2,469.0 $418K 0.01% +64.0 +2.7% $169.10 +31.8%
1015 TWLO TWILIO INC Communication Services 3,315.0 $417K 0.01% -891.0 -21.2% $125.82 +53.4%
1016 BUFZ FIRST TR EXCHNG TRADED FD VI 15,866.0 $417K 0.01% -250.0 -1.6% $26.27 +5.1%
1017 FIW FIRST TR EXCHANGE-TRADED FD 4,040.0 $417K 0.01% +271.0 +7.2% $103.13 -4.1%
1018 FTSL FIRST TR EXCHANGE-TRADED FD 9,262.0 $415K 0.01% -2K -20.1% $44.80 +0.6%
1019 BFRZ INNOVATOR ETFS TRUST 15,732.0 $415K 0.01% +2K +16.6% $26.36 +1.6%
1020 SELECT SECTOR SPDR TR 14,650.0 $414K 0.01% NEW $28.28
Page 51 of 73  ·  1,447 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%