We are live on ! Find out more
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
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$658K 0.06%
2,506
-102
352
$655K 0.06%
28,730
-30,650
353
$650K 0.06%
46,875
+5,325
354
$650K 0.06%
+191,671
355
$649K 0.06%
33,285
-2,125
356
$641K 0.06%
35,478
+3,113
357
$641K 0.06%
8,171
-26
358
$639K 0.05%
14,257
-970
359
$638K 0.05%
1,157
+107
360
$637K 0.05%
12,658
+4,450
361
$637K 0.05%
13,882
+815
362
$637K 0.05%
+16,313
363
$637K 0.05%
8,316
-431
364
$632K 0.05%
28,933
-500
365
$632K 0.05%
31,486
-10,271
366
$632K 0.05%
13,325
+51
367
$618K 0.05%
31,302
-1,250
368
$617K 0.05%
15,821
+494
369
$615K 0.05%
3,068
+68
370
$606K 0.05%
29,721
+1,635
371
$599K 0.05%
7,710
-690
372
$597K 0.05%
18,700
-100
373
$596K 0.05%
15,833
-633
374
$593K 0.05%
73,117
+20,798
375
$586K 0.05%
11,999
+100
13 14
15
16 17