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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
26
$8.01M 0.52%
170,681
+50,186
27
$7.74M 0.5%
102,095
+17,977
28
$7.32M 0.48%
20,892
+709
29
$7.31M 0.48%
136,404
+25,584
30
$7.15M 0.47%
80,653
+25,980
31
$6.97M 0.45%
30,288
+868
32
$6.92M 0.45%
252,955
+191,331
33
$6.8M 0.44%
474,839
-1,533
34
$6.69M 0.44%
191,081
-19,716
35
$6.55M 0.43%
130,888
+47,661
36
$6.46M 0.42%
273,693
+42,936
37
$6.24M 0.41%
60,416
+1,099
38
$6.18M 0.4%
42,564
+1,647
39
$6.03M 0.39%
19,969
+934
40
$6.02M 0.39%
359,009
+16,440
41
$6.02M 0.39%
56,768
-1,933
42
$5.97M 0.39%
15,209
+1,902
43
$5.85M 0.38%
116,576
+13,640
44
$5.81M 0.38%
298,534
-1,970
45
$5.71M 0.37%
125,724
-66,006
46
$5.68M 0.37%
318,660
+17,444
47
$5.6M 0.36%
106,779
+590
48
$5.58M 0.36%
168,831
-4,724
49
$5.57M 0.36%
+227,335
50
$5.55M 0.36%
35,735
+4,907
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