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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
$1.21B
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
476
$413K 0.03%
6,447
-1,925
477
$412K 0.03%
18,500
-1,500
478
$412K 0.03%
+5,521
479
$411K 0.03%
+4,746
480
$410K 0.03%
+54,104
481
$409K 0.03%
25,606
+2,746
482
$407K 0.03%
+17,853
483
$407K 0.03%
4,577
-364
484
$407K 0.03%
2,182
-809
485
$406K 0.03%
20,002
+51
486
$405K 0.03%
2,500
487
$401K 0.03%
5,477
+59
488
$401K 0.03%
6,379
+132
489
$400K 0.03%
+3,995
490
$398K 0.03%
7,836
+180
491
$396K 0.03%
12,000
492
$392K 0.03%
20,652
+1,349
493
$392K 0.03%
8,770
+200
494
$392K 0.03%
57,677
+12,463
495
$391K 0.03%
3,429
+1,354
496
$391K 0.03%
2,125
-2,527
497
$391K 0.03%
16,708
+1,417
498
$390K 0.03%
20,553
+300
499
$389K 0.03%
12,716
+346
500
$386K 0.03%
+12,315
18 19
20
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