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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
251
$1.01M 0.08%
+48,600
252
$1.01M 0.08%
5,704
+3,296
253
$1,000K 0.08%
54,869
+10,829
254
$992K 0.08%
30,970
+3,211
255
$984K 0.08%
13,551
-634
256
$978K 0.08%
30,870
+1,859
257
$976K 0.08%
4,278
-995
258
$971K 0.08%
18,035
259
$969K 0.08%
10,407
+4,221
260
$967K 0.08%
13,511
+1,190
261
$967K 0.08%
11,650
+2,987
262
$963K 0.08%
18,727
-1,335
263
$962K 0.08%
43,972
+5,246
264
$959K 0.08%
19,023
+13,384
265
$951K 0.08%
47,090
+15,365
266
$948K 0.08%
4,195
+554
267
$937K 0.08%
8,496
-232
268
$936K 0.08%
48,609
+15,597
269
$926K 0.08%
8,055
+4,808
270
$919K 0.08%
3,554
+2,447
271
$913K 0.08%
67,420
+9,859
272
$909K 0.08%
19,311
+7,539
273
$908K 0.08%
34,937
+6,599
274
$900K 0.07%
14,700
-1,927
275
$897K 0.07%
24,583
+1,475
9 10
11
12 13