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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
376
$791K 0.05%
14,774
+628
377
$790K 0.05%
+33,390
378
$789K 0.05%
8,085
-2,873
379
$787K 0.05%
20,684
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380
$785K 0.05%
22,799
+3,074
381
$777K 0.05%
3,533
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382
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7,982
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$770K 0.05%
10,140
-1,117
384
$769K 0.05%
25,745
+2,755
385
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24,905
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386
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5,972
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12,342
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15,357
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389
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160,943
-21,120
390
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8,074
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6,091
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$747K 0.05%
73,725
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396
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39,698
-1,593
397
$737K 0.05%
6,791
+167
398
$736K 0.05%
13,346
-10,792
399
$735K 0.05%
8,043
-222
400
$732K 0.05%
29,860
+17,131
14 15
16
17 18