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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
426
$658K 0.04%
12,527
-2,879
427
$656K 0.04%
4,267
-23
428
$654K 0.04%
10,381
+450
429
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7,228
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430
$641K 0.04%
33,094
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431
$640K 0.04%
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432
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14,601
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19,065
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434
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16,024
-506
435
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9,720
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11,300
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13,892
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37,600
-11,550
439
$612K 0.04%
31,560
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440
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442
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42,275
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14,273
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49,950
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445
$593K 0.04%
13,852
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446
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447
$590K 0.04%
8,005
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448
$586K 0.04%
18,873
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449
$585K 0.04%
12,162
-59
450
$583K 0.04%
9,966
+1,212
16 17
18
19 20