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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
276
$896K 0.07%
12,359
+4,036
277
$893K 0.07%
9,627
-1,041
278
$888K 0.07%
17,183
+2,439
279
$885K 0.07%
9,858
+1,650
280
$885K 0.07%
+32,710
281
$880K 0.07%
12,240
+100
282
$871K 0.07%
+30,553
283
$868K 0.07%
2,316
+451
284
$859K 0.07%
56,241
+7,333
285
$857K 0.07%
27,985
-9,585
286
$854K 0.07%
+70,435
287
$854K 0.07%
3,228
+130
288
$853K 0.07%
47,600
+10,627
289
$849K 0.07%
14,028
+4,210
290
$848K 0.07%
34,910
-8,107
291
$847K 0.07%
13,779
+371
292
$844K 0.07%
3,169
+932
293
$844K 0.07%
+32,666
294
$842K 0.07%
6,221
+218
295
$842K 0.07%
7,287
-767
296
$839K 0.07%
3,712
-501
297
$838K 0.07%
57,600
+22,950
298
$837K 0.07%
5,068
-2,471
299
$833K 0.07%
19,858
+3,134
300
$822K 0.07%
3,626
+45
10 11
12
13 14