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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
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.09%
6,573
-207
227
$1.05M 0.09%
10,402
+726
228
$1.05M 0.09%
28,693
+4,607
229
$1.04M 0.09%
7,690
+526
230
$1.03M 0.09%
23,962
-7,887
231
$1.01M 0.09%
25,000
+263
232
$1.01M 0.09%
33,901
+114
233
$993K 0.09%
44,424
-30,455
234
$985K 0.08%
44,744
-275
235
$984K 0.08%
6,743
+4,661
236
$983K 0.08%
58,275
237
$982K 0.08%
28,124
-3,566
238
$982K 0.08%
37,158
-13,158
239
$981K 0.08%
34,225
-29,877
240
$979K 0.08%
18,613
-1,959
241
$976K 0.08%
9,934
+567
242
$972K 0.08%
15,329
-3,888
243
$966K 0.08%
9,157
+350
244
$964K 0.08%
4,836
-200
245
$963K 0.08%
19,224
+414
246
$963K 0.08%
65,700
247
$961K 0.08%
22,870
+190
248
$961K 0.08%
14,635
+8,069
249
$957K 0.08%
23,187
+1,247
250
$945K 0.08%
9,953
+1,324
8 9
10
11 12