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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
$1.54B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.58M
3
+$5.53M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.3M
5
NVDA icon
NVIDIA
NVDA
+$3.92M

Top Sells

1
+$3.37M
2
+$3.12M
3
+$2.18M
4
ZION icon
Zions Bancorporation
ZION
+$1.96M
5
ASML icon
ASML
ASML
+$1.86M

Sector Composition

1 Technology 16.99%
2 Financials 7.09%
3 Consumer Discretionary 6.94%
4 Healthcare 3.84%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.21M 0.08%
10,776
+221
277
$1.2M 0.08%
26,062
+430
278
$1.19M 0.08%
11,629
+1,473
279
$1.19M 0.08%
44,591
+24,485
280
$1.17M 0.08%
203,900
+20,000
281
$1.16M 0.08%
32,128
-1,113
282
$1.16M 0.08%
2,541
+685
283
$1.16M 0.08%
11,224
+2,592
284
$1.16M 0.08%
37,376
-394
285
$1.16M 0.08%
82,145
-14,224
286
$1.14M 0.07%
27,754
+15,431
287
$1.13M 0.07%
53,125
+2,546
288
$1.12M 0.07%
+14,949
289
$1.12M 0.07%
2,448
+1,185
290
$1.12M 0.07%
110,938
+19,008
291
$1.12M 0.07%
27,204
+1,363
292
$1.12M 0.07%
33,354
+5,180
293
$1.12M 0.07%
14,846
+56
294
$1.11M 0.07%
44,887
+6,303
295
$1.1M 0.07%
11,925
+851
296
$1.1M 0.07%
32,957
+104
297
$1.1M 0.07%
133,412
+68,701
298
$1.08M 0.07%
+36,670
299
$1.08M 0.07%
7,039
+110
300
$1.07M 0.07%
+69,931
10 11
12
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