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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
351
$645K 0.05%
+23,906
352
$645K 0.05%
7,493
+3,509
353
$644K 0.05%
21,110
+3,232
354
$644K 0.05%
+24,895
355
$644K 0.05%
3,090
+41
356
$644K 0.05%
8,370
+3,683
357
$639K 0.05%
5,836
-963
358
$629K 0.05%
9,006
+1,754
359
$627K 0.05%
+27,372
360
$627K 0.05%
6,080
+1,288
361
$627K 0.05%
17,624
+30
362
$626K 0.05%
+13,786
363
$620K 0.05%
51,750
+7,400
364
$619K 0.05%
8,323
+1,550
365
$619K 0.05%
5,224
+247
366
$617K 0.05%
+10,177
367
$614K 0.05%
5,459
+1,105
368
$612K 0.05%
8,193
+1,063
369
$610K 0.05%
+9,119
370
$610K 0.05%
7,588
+2,309
371
$609K 0.05%
7,254
+3,833
372
$609K 0.05%
2,082
+11
373
$606K 0.05%
38,315
+16,128
374
$606K 0.05%
2,500
375
$603K 0.05%
6,636
+569
13 14
15
16 17