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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
326
$736K 0.06%
+9,399
327
$736K 0.06%
44,523
+16,333
328
$736K 0.06%
14,382
+6,534
329
$731K 0.06%
10,750
+2,684
330
$728K 0.06%
3,171
+710
331
$726K 0.06%
12,025
+2,357
332
$726K 0.06%
17,774
+1,638
333
$721K 0.06%
25,003
+2,367
334
$714K 0.06%
33,870
+405
335
$710K 0.06%
9,217
-1,799
336
$709K 0.06%
1,369
+354
337
$701K 0.06%
+19,148
338
$700K 0.06%
+15,640
339
$696K 0.06%
+54,374
340
$686K 0.06%
+116,193
341
$680K 0.06%
32,660
+7,827
342
$677K 0.06%
18,096
+882
343
$675K 0.06%
10,173
-267
344
$673K 0.06%
17,224
+7,714
345
$668K 0.06%
8,490
+1,411
346
$665K 0.05%
2,873
+56
347
$663K 0.05%
3,516
-570
348
$658K 0.05%
5,469
+390
349
$647K 0.05%
+6,663
350
$646K 0.05%
6,923
-2,757
12 13
14
15 16