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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
326
$963K 0.06%
7,968
-845
327
$962K 0.06%
4,630
-177
328
$960K 0.06%
4,281
+1,736
329
$947K 0.06%
12,089
-3,666
330
$945K 0.06%
24,973
-21,064
331
$941K 0.06%
20,217
+1,342
332
$935K 0.06%
38,519
+3,538
333
$935K 0.06%
23,852
+1,266
334
$932K 0.06%
+31,468
335
$930K 0.06%
45,494
+9,400
336
$925K 0.06%
88,475
+1,331
337
$919K 0.06%
3,907
-6
338
$915K 0.06%
29,142
+7,540
339
$915K 0.06%
6,385
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340
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15,779
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$897K 0.06%
11,132
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342
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6,471
-4,585
343
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79,500
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344
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94,190
+12,200
345
$889K 0.06%
6,272
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346
$889K 0.06%
1,510
-2,802
347
$886K 0.06%
9,141
-2,015
348
$877K 0.06%
54,788
-15,068
349
$876K 0.06%
50,274
-4,423
350
$868K 0.06%
4,261
-408
12 13
14
15 16