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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
351
$864K 0.06%
9,965
+1,724
352
$861K 0.06%
18,724
-6,292
353
$854K 0.06%
11,299
-1,500
354
$851K 0.06%
156,158
+8,206
355
$851K 0.06%
20,818
+2,144
356
$849K 0.06%
15,563
-733
357
$849K 0.06%
3,842
-16
358
$848K 0.06%
5,683
+470
359
$847K 0.06%
13,160
+2,688
360
$846K 0.06%
34,972
+3,964
361
$845K 0.06%
16,995
-2,661
362
$843K 0.05%
41,300
-564
363
$842K 0.05%
39,152
+15,821
364
$842K 0.05%
9,685
-407
365
$839K 0.05%
3,571
+28
366
$816K 0.05%
18,439
-976
367
$813K 0.05%
4,034
+104
368
$812K 0.05%
24,103
+5,000
369
$810K 0.05%
6,758
+538
370
$807K 0.05%
16,500
371
$806K 0.05%
23,190
-10,245
372
$802K 0.05%
23,050
373
$798K 0.05%
93,792
+7,320
374
$795K 0.05%
9,703
+6,588
375
$794K 0.05%
23,579
+365
13 14
15
16 17