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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$5.21M
3
+$4.53M
4
NVDA icon
NVIDIA
NVDA
+$3.64M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.07M

Top Sells

1
+$2.04M
2
+$1.58M
3
+$1.29M
4
SPG icon
Simon Property Group
SPG
+$1.1M
5
UPST icon
Upstart Holdings
UPST
+$1M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 8.54%
3 Financials 5.61%
4 Real Estate 3.94%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.11M 0.09%
10,886
+1,500
227
$1.1M 0.09%
54,181
+9,047
228
$1.1M 0.09%
+58,700
229
$1.1M 0.09%
15,200
-1,287
230
$1.09M 0.09%
100,736
+5,779
231
$1.09M 0.09%
3,930
-354
232
$1.09M 0.09%
20,839
-2,627
233
$1.07M 0.09%
6,405
+581
234
$1.06M 0.09%
4,222
-495
235
$1.06M 0.09%
58,340
+10,816
236
$1.06M 0.09%
22,059
+10,750
237
$1.06M 0.09%
3,091
+373
238
$1.06M 0.09%
9,161
+306
239
$1.05M 0.09%
20,606
-4,153
240
$1.05M 0.09%
9,917
-828
241
$1.05M 0.09%
124,726
+18,477
242
$1.04M 0.09%
3,706
+385
243
$1.04M 0.09%
5,288
-1,058
244
$1.04M 0.09%
23,260
+2,650
245
$1.03M 0.09%
34,344
-5,667
246
$1.03M 0.09%
4,415
+1,771
247
$1.03M 0.09%
13,587
+2,163
248
$1.03M 0.09%
4,087
+455
249
$1.03M 0.09%
8,682
-1,044
250
$1.02M 0.08%
38,303
+1,254
8 9
10
11 12