INDEPENDENT FINANCIAL GROUP, LLC

Q4 2020 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2020
Date filed
6/15/2026
Form type
13F-HR
Num holdings
566
Total value ($000)
$678,299
Net value change ($000)
+146,424 (27.5%)
New positions
110
Sold out positions
52
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2020
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)
AAPL 7,534 26.8%
TSLA 6,784 88.7%
VTI 6,484 223.5%
QQQ 5,107 61.6%
IJH 3,002 645.6%
NIO 2,940 522.2%
SCHD 2,854 165.0%
ARKK 2,583 187.0%
AMZN 2,513 9.2%
TSM 2,355 72.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -5,577 -27.0%
IAU -1,635 -19.0%
BYND -1,528 -81.3%
ZM -1,165 -62.6%
IVV -1,140 -22.7%
XHB -721 -100.0%
GDXJ -528 -100.0%
SPLV -527 -33.4%
NEWT -513 -100.0%
VLUE -496 -40.5%
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