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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
26
$6.74M 0.55%
295,419
+121,448
27
$6.44M 0.52%
18,261
+5,028
28
$6.27M 0.51%
182,455
+170,455
29
$6.09M 0.49%
54,234
+17,773
30
$6M 0.49%
28,281
+1,783
31
$5.46M 0.44%
39,821
+4,273
32
$5.32M 0.43%
17,780
+271
33
$5.26M 0.43%
241,412
+228,770
34
$5.22M 0.42%
23,479
+4,271
35
$5.16M 0.42%
134,656
+31,661
36
$4.99M 0.41%
62,736
+1,500
37
$4.95M 0.4%
48,053
-4,025
38
$4.95M 0.4%
30,523
-2,348
39
$4.9M 0.4%
59,299
-25,407
40
$4.88M 0.4%
128,215
+35,380
41
$4.84M 0.39%
46,464
-4,805
42
$4.63M 0.38%
62,024
-627
43
$4.52M 0.37%
40,762
-1,714
44
$4.45M 0.36%
122,243
+7,185
45
$4.41M 0.36%
48,689
+311
46
$4.41M 0.36%
82,961
-961
47
$4.36M 0.35%
84,139
-4,808
48
$4.27M 0.35%
85,968
+3,348
49
$4.21M 0.34%
32,863
+8,275
50
$4.08M 0.33%
57,804
+683
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