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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
376
$601K 0.05%
25,445
+6,582
377
$598K 0.05%
2,667
+564
378
$597K 0.05%
1,696
+62
379
$597K 0.05%
9,871
+1,531
380
$595K 0.05%
4,858
381
$591K 0.05%
12,359
+4,478
382
$583K 0.05%
3,725
+1,131
383
$578K 0.05%
2,890
+30
384
$577K 0.05%
36,650
+6,348
385
$575K 0.05%
+36,777
386
$575K 0.05%
+9,446
387
$574K 0.05%
6,273
-222
388
$568K 0.05%
11,493
-1,663
389
$568K 0.05%
6,120
+1,104
390
$567K 0.05%
5,270
-800
391
$563K 0.05%
+44,700
392
$562K 0.05%
42,912
-1,228
393
$555K 0.05%
11,820
-7,408
394
$555K 0.05%
+8,170
395
$552K 0.05%
8,496
-325
396
$547K 0.05%
+1,326
397
$545K 0.05%
6,270
-2,055
398
$545K 0.05%
13,924
+2,078
399
$544K 0.05%
+34,563
400
$544K 0.04%
34,868
-2,390
14 15
16
17 18