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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
401
$540K 0.05%
21,785
+540
402
$539K 0.05%
9,467
-190
403
$538K 0.05%
5,690
-34
404
$536K 0.05%
4,915
+1,415
405
$535K 0.05%
68,523
-11,554
406
$531K 0.05%
13,042
+2,050
407
$527K 0.05%
34,563
408
$527K 0.05%
10,576
-431
409
$525K 0.05%
13,447
+682
410
$525K 0.05%
+6,262
411
$525K 0.05%
20,792
412
$525K 0.05%
5,747
+232
413
$524K 0.05%
5,792
+2,996
414
$523K 0.05%
3,937
+157
415
$522K 0.04%
49,667
+2,433
416
$518K 0.04%
18,367
-6,631
417
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2,425
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418
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21,628
+5,387
419
$509K 0.04%
3,957
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420
$507K 0.04%
21,399
+1,656
421
$505K 0.04%
+20,781
422
$500K 0.04%
10,155
+4,000
423
$496K 0.04%
5,797
-31
424
$491K 0.04%
6,621
-140
425
$488K 0.04%
+20,750
15 16
17
18 19