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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
301
$822K 0.07%
26,341
+266
302
$818K 0.07%
11,625
+2,450
303
$815K 0.07%
64,960
+5,924
304
$810K 0.07%
13,823
-4,344
305
$804K 0.07%
27,157
-1,939
306
$804K 0.07%
6,770
+873
307
$800K 0.07%
97,145
+7,816
308
$798K 0.07%
7,639
+48
309
$796K 0.07%
15,218
-9,355
310
$790K 0.07%
81,287
+60,199
311
$786K 0.07%
7,742
+5,385
312
$783K 0.06%
4,700
+1,814
313
$781K 0.06%
7,139
+908
314
$779K 0.06%
+24,782
315
$778K 0.06%
977
-92
316
$772K 0.06%
72,065
+61,282
317
$772K 0.06%
106,425
-2,400
318
$767K 0.06%
4,686
+1,131
319
$765K 0.06%
5,025
+269
320
$765K 0.06%
5,090
+342
321
$765K 0.06%
20,730
+6,880
322
$762K 0.06%
8,022
-476
323
$742K 0.06%
17,337
-1,192
324
$741K 0.06%
17,129
+10,881
325
$740K 0.06%
2,184
-661
11 12
13
14 15