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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
276
$914K 0.07%
10,801
-17,309
277
$912K 0.07%
47,969
-6,212
278
$909K 0.07%
27,289
+948
279
$906K 0.07%
28,495
+510
280
$904K 0.07%
14,600
+8,200
281
$900K 0.07%
158,688
+42,495
282
$899K 0.07%
+36,658
283
$898K 0.07%
83,660
+29,286
284
$894K 0.07%
57,600
285
$892K 0.07%
43,962
+16,590
286
$890K 0.07%
12,097
+3,607
287
$885K 0.07%
10,145
+1,463
288
$884K 0.07%
24,788
+4,930
289
$883K 0.07%
9,542
-1,344
290
$880K 0.07%
35,717
+11,811
291
$880K 0.07%
25,673
+1,090
292
$879K 0.07%
106,425
293
$871K 0.07%
36,050
+1,140
294
$869K 0.07%
5,578
+1,853
295
$868K 0.07%
36,004
+1,067
296
$867K 0.07%
14,442
+414
297
$859K 0.07%
4,595
-91
298
$858K 0.07%
8,647
-1,350
299
$852K 0.07%
17,384
+201
300
$850K 0.07%
12,580
-15,930
10 11
12
13 14