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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
401
$541K 0.04%
7,473
-5,538
402
$536K 0.04%
+14,525
403
$535K 0.04%
5,322
+2,047
404
$533K 0.04%
5,078
+2,090
405
$532K 0.04%
+8,564
406
$530K 0.04%
1,941
-150
407
$530K 0.04%
11,710
+4,756
408
$530K 0.04%
+11,912
409
$528K 0.04%
+1,810
410
$527K 0.04%
73,229
+6,558
411
$524K 0.04%
7,647
+980
412
$523K 0.04%
8,279
+253
413
$519K 0.04%
32,735
-20,142
414
$519K 0.04%
+54,707
415
$518K 0.04%
6,784
+1,704
416
$515K 0.04%
10,241
+1,228
417
$514K 0.04%
1,238
+80
418
$511K 0.04%
56,787
+7,570
419
$509K 0.04%
+14,577
420
$508K 0.04%
11,601
+458
421
$502K 0.04%
7,699
+2,100
422
$502K 0.04%
4,767
+2,647
423
$500K 0.04%
5,905
-184
424
$497K 0.04%
5,175
425
$495K 0.04%
7,734
+252
15 16
17
18 19