INDEPENDENT FINANCIAL GROUP, LLC

Q2 2021 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2021
Date filed
6/15/2026
Form type
13F-HR
Num holdings
700
Total value ($000)
$943,358
Net value change ($000)
+170,178 (22.0%)
New positions
113
Sold out positions
50
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
RDVY 22,729 327.1%
NVDA 10,507 64.6%
TIP 8,841 371.6%
AAPL 7,323 22.0%
IAU 5,858 NEW
MSFT 4,414 22.0%
AMZN 3,765 13.1%
QQQ 3,139 17.4%
QUAL 2,923 1378.8%
BX 2,915 58.6%
Top Reduces (Value $000, Stocks/ETFs)
ILTB -7,749 -100.0%
IAU -6,107 -100.0%
AUPH -1,466 -100.0%
IEMG -1,030 -54.0%
MTUM -961 -53.2%
FSK -816 -100.0%
AGNC -799 -25.9%
PROSHARES TRUST -743 -100.0%
APH -714 -100.0%
AIA -619 -100.0%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type