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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
251
$936K 0.08%
5,964
-49
252
$936K 0.08%
29,966
+8,594
253
$932K 0.08%
2,813
-194
254
$926K 0.08%
3,730
+28
255
$923K 0.08%
45,894
-840
256
$920K 0.08%
16,450
+5,100
257
$920K 0.08%
24,263
-193
258
$918K 0.08%
4,435
-37
259
$918K 0.08%
8,722
-886
260
$900K 0.08%
161,000
+57,100
261
$899K 0.08%
3,819
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262
$898K 0.08%
17,545
-14,190
263
$897K 0.08%
13,301
+14
264
$889K 0.08%
26,404
-10,392
265
$888K 0.08%
25,573
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266
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-2,700
267
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+185,402
268
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6,431
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269
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3,951
270
$871K 0.07%
19,868
-185
271
$868K 0.07%
17,044
+2,300
272
$868K 0.07%
10,387
+202
273
$866K 0.07%
20,982
+6,480
274
$865K 0.07%
72,051
+6,608
275
$865K 0.07%
9,817
+885
9 10
11
12 13