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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
$1.54B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.58M
3
+$5.53M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.3M
5
NVDA icon
NVIDIA
NVDA
+$3.92M

Top Sells

1
+$3.37M
2
+$3.12M
3
+$2.18M
4
ZION icon
Zions Bancorporation
ZION
+$1.96M
5
ASML icon
ASML
ASML
+$1.86M

Sector Composition

1 Technology 16.99%
2 Financials 7.09%
3 Consumer Discretionary 6.94%
4 Healthcare 3.84%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.54M 0.1%
20,471
-184
227
$1.53M 0.1%
19,547
+1,843
228
$1.53M 0.1%
302,179
+89,178
229
$1.52M 0.1%
4,023
-191
230
$1.51M 0.1%
9,902
-116
231
$1.5M 0.1%
73,818
-2,551
232
$1.5M 0.1%
21,965
+1,485
233
$1.48M 0.1%
48,791
+10,870
234
$1.48M 0.1%
8,473
+669
235
$1.47M 0.1%
90,006
+25,090
236
$1.47M 0.1%
30,306
+7,412
237
$1.46M 0.1%
26,125
+1,684
238
$1.46M 0.09%
41,742
-56,227
239
$1.45M 0.09%
132,739
+42,536
240
$1.45M 0.09%
123,041
+6,273
241
$1.43M 0.09%
19,141
+9,345
242
$1.42M 0.09%
3,462
-1,036
243
$1.41M 0.09%
+13,540
244
$1.41M 0.09%
15,927
+345
245
$1.39M 0.09%
28,375
-605
246
$1.38M 0.09%
20,328
+13,150
247
$1.38M 0.09%
81,705
+2,403
248
$1.36M 0.09%
36,619
+4,687
249
$1.36M 0.09%
20,710
+7,901
250
$1.34M 0.09%
84,108
+43,085
8 9
10
11 12