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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
301
$841K 0.07%
32,710
302
$823K 0.07%
14,022
+243
303
$820K 0.07%
37,279
+12,384
304
$819K 0.07%
13,770
+219
305
$812K 0.07%
3,248
+20
306
$811K 0.07%
8,093
+351
307
$810K 0.07%
+9,468
308
$810K 0.07%
12,938
+4,768
309
$809K 0.07%
21,550
-9,285
310
$809K 0.07%
18,049
+8,026
311
$800K 0.07%
7,257
-30
312
$794K 0.06%
18,825
+729
313
$793K 0.06%
+23,196
314
$788K 0.06%
4,150
+63
315
$788K 0.06%
27,980
-46,910
316
$787K 0.06%
11,893
-466
317
$784K 0.06%
13,823
+1,590
318
$781K 0.06%
28,118
+961
319
$776K 0.06%
3,125
-581
320
$772K 0.06%
5,155
+65
321
$765K 0.06%
8,144
+122
322
$765K 0.06%
+13,896
323
$756K 0.06%
17,855
-180
324
$753K 0.06%
2,961
-208
325
$749K 0.06%
+15,954
11 12
13
14 15