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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
401
$722K 0.05%
10,426
-5,618
402
$721K 0.05%
19,702
+12,850
403
$717K 0.05%
11,450
-14,480
404
$714K 0.05%
7,658
-144
405
$709K 0.05%
862
+152
406
$702K 0.05%
20,563
-32
407
$698K 0.05%
4,390
-161
408
$698K 0.05%
8,376
-1,650
409
$691K 0.04%
90,898
+30,218
410
$689K 0.04%
46,982
+15,799
411
$689K 0.04%
14,405
+498
412
$688K 0.04%
4,045
+323
413
$687K 0.04%
8,513
+719
414
$684K 0.04%
+11,006
415
$683K 0.04%
2,642
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416
$681K 0.04%
9,415
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417
$681K 0.04%
49,614
-19,033
418
$678K 0.04%
7,676
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419
$675K 0.04%
10,426
+630
420
$673K 0.04%
9,899
+1,971
421
$673K 0.04%
10,455
+304
422
$673K 0.04%
21,300
423
$671K 0.04%
12,628
+4,543
424
$660K 0.04%
+24,640
425
$660K 0.04%
9,525
+167
15 16
17
18 19