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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
376
$598K 0.05%
+11,932
377
$592K 0.05%
6,986
+63
378
$590K 0.05%
5,591
+4,008
379
$588K 0.05%
12,844
+485
380
$585K 0.05%
2,985
+95
381
$584K 0.05%
3,546
-1,449
382
$584K 0.05%
5,469
383
$583K 0.05%
4,682
+1,729
384
$580K 0.05%
6,723
+87
385
$579K 0.05%
14,832
-2,297
386
$576K 0.05%
5,297
-1,473
387
$575K 0.05%
21,365
+6,305
388
$574K 0.05%
12,363
-10,828
389
$574K 0.05%
34,563
390
$573K 0.05%
13,251
-1,131
391
$571K 0.05%
6,886
-2,972
392
$569K 0.05%
12,143
+1,902
393
$565K 0.05%
+25,877
394
$565K 0.05%
+20,262
395
$565K 0.05%
5,055
-23
396
$563K 0.05%
5,548
+3,375
397
$562K 0.05%
19,357
+1,583
398
$559K 0.05%
+7,941
399
$556K 0.05%
16,649
+5,034
400
$555K 0.05%
+42,700
14 15
16
17 18