INDEPENDENT FINANCIAL GROUP, LLC

Q2 2022 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2022
Date filed
6/12/2026
Form type
13F-HR
Num holdings
710
Total value ($000)
$935,938
Net value change ($000)
-294,258 (-23.9%)
New positions
70
Sold out positions
137
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
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)
XBI 3,511 183.5%
XLE 2,888 83.9%
HOMB 2,848 NEW
CANE 2,451 NEW
SQM 2,300 284.0%
UUP 2,245 NEW
USDU 1,746 NEW
ARCC 1,731 156.2%
DFP 1,651 388.5%
VTIP 1,534 145.0%
Top Reduces (Value $000, Stocks/ETFs)
RDVY -34,245 -84.2%
GRID -33,256 -99.4%
NVDA -21,124 -44.5%
AAPL -13,340 -23.0%
AMZN -12,420 -34.5%
TSLA -9,539 -34.8%
QQQ -8,142 -30.2%
TIP -7,598 -66.9%
MSFT -5,523 -17.1%
BKLN -4,837 -92.0%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type