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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
351
$664K 0.05%
3,171
352
$663K 0.05%
+27,100
353
$662K 0.05%
14,357
+433
354
$654K 0.05%
1,334
-35
355
$653K 0.05%
32,512
-148
356
$645K 0.05%
+11,110
357
$641K 0.05%
11,177
-2,609
358
$636K 0.05%
10,130
-43
359
$634K 0.05%
6,060
+224
360
$626K 0.05%
8,883
-123
361
$623K 0.05%
12,391
-6,632
362
$619K 0.05%
36,995
-17,874
363
$616K 0.05%
17,720
-17,756
364
$613K 0.05%
29,120
-1,750
365
$612K 0.05%
76,636
+23,680
366
$612K 0.05%
8,000
+4,300
367
$611K 0.05%
11,030
-4,188
368
$609K 0.05%
21,788
-3,215
369
$605K 0.05%
7,637
+49
370
$604K 0.05%
13,089
+1,596
371
$604K 0.05%
8,683
+490
372
$603K 0.05%
16,114
-1,510
373
$603K 0.05%
+4,033
374
$600K 0.05%
39,076
-5,447
375
$600K 0.05%
4,537
+1,125
13 14
15
16 17