We are live on ! Find out more
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
26
$6.46M 0.53%
19,208
+1,634
27
$6.17M 0.51%
51,269
-2,459
28
$6.13M 0.51%
176,169
-2,291
29
$5.98M 0.49%
52,078
+417
30
$5.51M 0.45%
35,548
+5,234
31
$5.34M 0.44%
36,860
+3,560
32
$5.32M 0.44%
61,236
+8,444
33
$5.25M 0.43%
88,947
+12,488
34
$5.18M 0.43%
84,706
+926
35
$5.05M 0.42%
48,378
+23,360
36
$4.77M 0.39%
62,651
-337
37
$4.54M 0.38%
75,380
-8,680
38
$4.54M 0.37%
115,058
+4,640
39
$4.46M 0.37%
25,448
+8,217
40
$4.45M 0.37%
38,059
+4,021
41
$4.45M 0.37%
32,871
-3,476
42
$4.43M 0.37%
83,922
+37,211
43
$4.42M 0.36%
47,220
+6,020
44
$4.37M 0.36%
42,476
-5,873
45
$4.15M 0.34%
24,155
+2,432
46
$4.09M 0.34%
36,461
-18,714
47
$4.02M 0.33%
102,995
+50,391
48
$3.98M 0.33%
82,620
-2,736
49
$3.97M 0.33%
15,635
-2,472
50
$3.96M 0.33%
13,233
-703
1
2
3 4 5