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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
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.13M 0.53%
243,642
+11,019
27
$6.07M 0.52%
175,541
+1,552
28
$5.9M 0.51%
127,606
+26,528
29
$5.83M 0.5%
36,059
+2,041
30
$5.7M 0.49%
27,455
-724
31
$5.64M 0.48%
33,229
-10,838
32
$5.53M 0.48%
17,505
-489
33
$5.51M 0.47%
298,492
+53,257
34
$5.2M 0.45%
58,992
+4,769
35
$5.18M 0.45%
16,777
-98
36
$5.04M 0.43%
45,831
+40
37
$5.01M 0.43%
144,822
+12,281
38
$5.01M 0.43%
46,270
-9,970
39
$4.92M 0.42%
104,012
-1,061
40
$4.83M 0.42%
136,946
-4,214
41
$4.7M 0.4%
38,952
-2,373
42
$4.51M 0.39%
69,472
+5,232
43
$4.35M 0.37%
69,836
+1,128
44
$4.34M 0.37%
22,806
+3,706
45
$4.27M 0.37%
112,100
-10,512
46
$4.19M 0.36%
122,411
+4,806
47
$4.15M 0.36%
63,230
-3,957
48
$4.11M 0.35%
27,090
-308
49
$4.1M 0.35%
36,612
-6,277
50
$4M 0.34%
29,833
-1,127
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