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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
451
$463K 0.04%
+4,609
452
$461K 0.04%
23,078
-500
453
$460K 0.04%
61,006
+4,219
454
$460K 0.04%
+16,126
455
$458K 0.04%
1,990
+65
456
$458K 0.04%
1,913
-28
457
$455K 0.04%
5,490
+220
458
$452K 0.04%
14,505
+323
459
$448K 0.04%
2,664
-4,202
460
$448K 0.04%
6,199
+250
461
$443K 0.04%
18,057
-2,595
462
$443K 0.04%
4,058
-800
463
$443K 0.04%
7,347
-387
464
$442K 0.04%
+8,969
465
$441K 0.04%
2,270
+837
466
$441K 0.04%
5,327
+532
467
$440K 0.04%
7,942
+548
468
$439K 0.04%
11,330
+2,397
469
$437K 0.04%
3,697
-472
470
$436K 0.04%
5,598
-4,809
471
$436K 0.04%
10,816
+1,416
472
$435K 0.04%
+20,835
473
$433K 0.04%
15,725
-5,385
474
$431K 0.04%
2,500
475
$430K 0.04%
8,516
+680
17 18
19
20 21