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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
426
$512K 0.04%
4,086
-192
427
$509K 0.04%
19,470
+1,617
428
$507K 0.04%
43,362
+450
429
$507K 0.04%
2,690
+823
430
$504K 0.04%
1,932
+413
431
$502K 0.04%
+18,500
432
$498K 0.04%
71,168
+17,064
433
$497K 0.04%
11,374
-2,449
434
$490K 0.04%
641
+258
435
$486K 0.04%
70,179
-3,050
436
$484K 0.04%
10,470
+4,390
437
$484K 0.04%
11,333
+1,011
438
$483K 0.04%
12,043
-5,294
439
$482K 0.04%
+10,998
440
$482K 0.04%
+5,750
441
$481K 0.04%
+36,550
442
$477K 0.04%
3,910
+1,896
443
$475K 0.04%
36,847
+197
444
$473K 0.04%
1,391
+77
445
$473K 0.04%
35,961
+1,093
446
$471K 0.04%
6,784
447
$468K 0.04%
25,631
+15,142
448
$467K 0.04%
1,933
+71
449
$465K 0.04%
15,110
+6,247
450
$464K 0.04%
4,180
+653
16 17
18
19 20