INDEPENDENT FINANCIAL GROUP, LLC

Q1 2022 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2022
Date filed
6/12/2026
Form type
13F-HR
Num holdings
778
Total value ($000)
$1,230,196
Net value change ($000)
+19,821 (1.6%)
New positions
102
Sold out positions
95
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PECO 5,879 1484.6%
BX 5,271 41.0%
BKLN 4,977 1783.9%
VDE 3,694 105.4%
PSX 3,422 632.5%
FSK 3,098 85.0%
JBBB 2,893 NEW
TSLA 2,884 11.7%
ZS 2,657 916.2%
AMZN 2,632 7.9%
Top Reduces (Value $000, Stocks/ETFs)
AMD -4,171 -62.6%
SHOP -3,077 -78.4%
SPG -2,872 -89.3%
PHILLIPS 66 PARTNERS LP -2,837 -100.0%
MRNA -2,569 -64.7%
GRID -2,423 -6.8%
ETSY -2,333 -87.3%
TIP -2,162 -16.0%
MAC -1,963 -55.0%
HD -1,944 -26.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type