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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
326
$746K 0.06%
8,674
-953
327
$742K 0.06%
35,106
+9,661
328
$738K 0.06%
12,459
+3,013
329
$738K 0.06%
16,414
+9,007
330
$736K 0.06%
3,470
+597
331
$736K 0.06%
14,646
+12,341
332
$733K 0.06%
11,946
+3,667
333
$727K 0.06%
7,265
-7,935
334
$725K 0.06%
15,779
+1,079
335
$724K 0.06%
3,000
-90
336
$723K 0.06%
48,906
+1,306
337
$719K 0.06%
9,480
+3,171
338
$719K 0.06%
7,020
-619
339
$716K 0.06%
2,751
+941
340
$714K 0.06%
18,052
+828
341
$711K 0.06%
5,032
+265
342
$707K 0.06%
7,136
-357
343
$705K 0.06%
5,724
-497
344
$694K 0.06%
24,390
-9,954
345
$694K 0.06%
3,029
+845
346
$692K 0.06%
1,772
-544
347
$685K 0.06%
2,102
-508
348
$678K 0.06%
7,400
+737
349
$674K 0.05%
14,271
+2,561
350
$666K 0.05%
3,241
-385
12 13
14
15 16