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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
$1.16B
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
376
$585K 0.05%
56,850
-2,500
377
$584K 0.05%
+23,160
378
$582K 0.05%
39,450
+6,600
379
$582K 0.05%
2,547
+1,259
380
$577K 0.05%
19,103
381
$576K 0.05%
6,297
-36
382
$574K 0.05%
2,920
-36
383
$572K 0.05%
8,852
+1,024
384
$569K 0.05%
5,674
-1,216
385
$565K 0.05%
12,820
+698
386
$559K 0.05%
6,601
+834
387
$558K 0.05%
18,384
-1,096
388
$554K 0.05%
+11,350
389
$553K 0.05%
767
+201
390
$553K 0.05%
14,188
+5,085
391
$551K 0.05%
8,746
-1,590
392
$550K 0.05%
48,850
393
$550K 0.05%
12,077
+304
394
$549K 0.05%
4,402
-1,724
395
$549K 0.05%
4,671
-6,609
396
$547K 0.05%
771
+15
397
$546K 0.05%
41,186
+3,059
398
$545K 0.05%
16,782
-15,263
399
$545K 0.05%
8,998
+212
400
$543K 0.05%
7,626
-44
14 15
16
17 18