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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
426
$490K 0.04%
+2,490
427
$486K 0.04%
6,309
+1,044
428
$486K 0.04%
1,314
+397
429
$483K 0.04%
1,925
+42
430
$477K 0.04%
7,206
-1,230
431
$476K 0.04%
13,256
-13,892
432
$472K 0.04%
+11,798
433
$470K 0.04%
4,249
+1,232
434
$469K 0.04%
41,000
+3,500
435
$468K 0.04%
8,687
-1,510
436
$467K 0.04%
+3,412
437
$464K 0.04%
7,945
+2,947
438
$463K 0.04%
10,679
+326
439
$461K 0.04%
995
-278
440
$460K 0.04%
+38,580
441
$460K 0.04%
+10,023
442
$456K 0.04%
+1,867
443
$455K 0.04%
1,096
+349
444
$454K 0.04%
51,786
+4,666
445
$452K 0.04%
+4,765
446
$452K 0.04%
4,652
447
$451K 0.04%
4,169
-198
448
$451K 0.04%
8,933
+898
449
$448K 0.04%
+25,095
450
$446K 0.04%
4,112
+180
16 17
18
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