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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
301
$1.07M 0.07%
22,647
+34
302
$1.06M 0.07%
37,975
-8,800
303
$1.05M 0.07%
25,470
+5,127
304
$1.05M 0.07%
15,066
+4,184
305
$1.03M 0.07%
15,910
+6,787
306
$1.03M 0.07%
13,147
+1,514
307
$1.02M 0.07%
7,819
+1,690
308
$1.02M 0.07%
9,160
+930
309
$1.02M 0.07%
44,682
-2,857
310
$1.02M 0.07%
4,161
+108
311
$1.02M 0.07%
19,758
+5,458
312
$1.02M 0.07%
19,185
+1,271
313
$1.01M 0.07%
1,999
+631
314
$1.01M 0.07%
27,344
-5,802
315
$1M 0.07%
51,213
-23
316
$999K 0.07%
13,679
+442
317
$999K 0.07%
12,778
-2,008
318
$993K 0.06%
25,500
-1,000
319
$989K 0.06%
44,461
+4,599
320
$987K 0.06%
103,663
-3,937
321
$981K 0.06%
6,332
+722
322
$980K 0.06%
45,068
+380
323
$978K 0.06%
36,948
+1,912
324
$971K 0.06%
13,494
+5,544
325
$965K 0.06%
21,647
11 12
13
14 15