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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
401
$552K 0.04%
48,000
+7,000
402
$551K 0.04%
4,094
-606
403
$551K 0.04%
9,092
-779
404
$549K 0.04%
7,566
-81
405
$547K 0.04%
+9,956
406
$543K 0.04%
17,880
-6,902
407
$542K 0.04%
21,578
+6,163
408
$542K 0.04%
14,740
-16,200
409
$542K 0.04%
3,350
+850
410
$540K 0.04%
13,700
+444
411
$539K 0.04%
5,298
-1,841
412
$537K 0.04%
+2,293
413
$534K 0.04%
6,669
+2,459
414
$533K 0.04%
9,976
-2,049
415
$531K 0.04%
27,850
416
$530K 0.04%
9,860
-2,380
417
$527K 0.04%
7,356
-1,208
418
$523K 0.04%
4,771
+522
419
$522K 0.04%
6,260
+355
420
$520K 0.04%
2,069
-13
421
$519K 0.04%
25,644
+12,134
422
$517K 0.04%
9,430
+1,000
423
$513K 0.04%
4,374
+1,500
424
$512K 0.04%
5,323
-3,173
425
$512K 0.04%
27,315
+2,220
15 16
17
18 19