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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
451
$582K 0.04%
11,685
-249
452
$576K 0.04%
13,855
+6,380
453
$571K 0.04%
48,086
+28,861
454
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34,342
-3,973
455
$565K 0.04%
3,721
+337
456
$564K 0.04%
6,163
-695
457
$564K 0.04%
10,191
-1,172
458
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18,404
459
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2,327
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460
$559K 0.04%
865
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461
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13,218
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462
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14,897
-500
463
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-16
464
$550K 0.04%
10,149
+1,636
465
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46,900
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5,415
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468
$546K 0.04%
6,838
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469
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16,155
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470
$543K 0.04%
10,877
-1,132
471
$539K 0.04%
1,558
-2,579
472
$537K 0.04%
20,088
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473
$533K 0.03%
36,605
+12,354
474
$531K 0.03%
+3,792
475
$530K 0.03%
5,757
+441
17 18
19
20 21