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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
276
$864K 0.07%
14,773
+10,425
277
$862K 0.07%
12,348
-8,142
278
$856K 0.07%
34,627
+3,930
279
$851K 0.07%
4,444
+57
280
$849K 0.07%
16,264
-402
281
$848K 0.07%
7,184
+2,104
282
$843K 0.07%
9,082
+4,458
283
$840K 0.07%
50,916
+13,074
284
$837K 0.07%
14,277
-26
285
$831K 0.07%
8,199
+124
286
$826K 0.07%
3,093
-57
287
$825K 0.07%
+33,810
288
$821K 0.07%
21,111
+3,062
289
$815K 0.07%
20,395
-541
290
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18,011
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291
$814K 0.07%
10,468
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292
$812K 0.07%
31,174
+1,541
293
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3,269
-112
294
$811K 0.07%
4,906
+229
295
$809K 0.07%
10,848
-408
296
$809K 0.07%
7,438
-8,618
297
$806K 0.07%
+11,073
298
$805K 0.07%
9,815
+160
299
$803K 0.07%
+5,873
300
$803K 0.07%
6,862
+3,189
10 11
12
13 14