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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
251
$1M 0.08%
11,944
+4,738
252
$1M 0.08%
4,336
+782
253
$997K 0.08%
47,450
+2,750
254
$991K 0.08%
21,959
-2,199
255
$990K 0.08%
122,570
-2,156
256
$990K 0.08%
12,082
-2,293
257
$989K 0.08%
9,744
-8,033
258
$985K 0.08%
12,791
-1,364
259
$983K 0.08%
4,627
+432
260
$983K 0.08%
11,797
+172
261
$982K 0.08%
33,395
-4,908
262
$979K 0.08%
74,702
-73,860
263
$977K 0.08%
9,717
+556
264
$976K 0.08%
+9,433
265
$970K 0.08%
69,625
+58,294
266
$955K 0.08%
7,092
-11,921
267
$946K 0.08%
83,908
+18,948
268
$936K 0.08%
51,500
+2,900
269
$934K 0.08%
20,862
+23
270
$932K 0.08%
98,676
+60,361
271
$926K 0.08%
5,049
+1,533
272
$926K 0.08%
110,241
+28,954
273
$922K 0.07%
79,447
+24,740
274
$918K 0.07%
9,407
-510
275
$915K 0.07%
44,523
+551
9 10
11
12 13