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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
451
$442K 0.04%
9,590
+555
452
$442K 0.04%
4,576
+2,099
453
$441K 0.04%
4,488
-19
454
$440K 0.04%
2,960
+2,107
455
$440K 0.04%
33,310
+450
456
$440K 0.04%
3,791
+384
457
$439K 0.04%
+6,466
458
$439K 0.04%
2,953
-2,967
459
$437K 0.04%
654
+142
460
$435K 0.04%
8,344
+75
461
$431K 0.04%
13,190
-575
462
$431K 0.04%
15,060
-12,278
463
$431K 0.04%
2,423
+60
464
$429K 0.04%
2,740
+235
465
$428K 0.04%
+52,956
466
$428K 0.04%
26,772
-60
467
$428K 0.04%
2,874
-21
468
$422K 0.03%
8,430
+50
469
$420K 0.03%
23,578
470
$420K 0.03%
14,182
-2,898
471
$419K 0.03%
1,862
-45
472
$418K 0.03%
4,795
-324
473
$418K 0.03%
+5,949
474
$416K 0.03%
+10,000
475
$416K 0.03%
6,950
-12,107
17 18
19
20 21