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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
$1.23B
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$5.3M
3
+$5M
4
NVDA icon
NVIDIA
NVDA
+$4.06M
5
PSX icon
Phillips 66
PSX
+$3.23M

Top Sells

1
+$2.84M
2
+$2.81M
3
+$2.5M
4
XOM icon
Exxon Mobil
XOM
+$1.97M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$1.73M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 8.02%
3 Financials 6.37%
4 Real Estate 3.99%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.11M 0.09%
52,886
-228
227
$1.1M 0.09%
98,061
+916
228
$1.1M 0.09%
22,405
-2,705
229
$1.1M 0.09%
+17,905
230
$1.09M 0.09%
19,147
+98
231
$1.09M 0.09%
6,914
-3,312
232
$1.08M 0.09%
23,259
+1,595
233
$1.08M 0.09%
15,556
+2,045
234
$1.07M 0.09%
20,229
-1,025
235
$1.07M 0.09%
3,743
-883
236
$1.07M 0.09%
22,032
-12,067
237
$1.07M 0.09%
2,917
-3,810
238
$1.06M 0.09%
20,663
+1,936
239
$1.05M 0.09%
10,388
+56
240
$1.05M 0.09%
49,135
+2,045
241
$1.05M 0.09%
21,794
+1,188
242
$1.04M 0.08%
21,023
-3,863
243
$1.04M 0.08%
47,866
+13,996
244
$1.03M 0.08%
14,151
-4,614
245
$1.03M 0.08%
14,905
+1,534
246
$1.03M 0.08%
3,930
247
$1.03M 0.08%
24,348
+1,088
248
$1.03M 0.08%
8,020
-3,564
249
$1.02M 0.08%
13,030
+1,380
250
$1.01M 0.08%
19,475
-3,101
8 9
10
11 12