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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
476
$427K 0.03%
1,712
+16
477
$427K 0.03%
+13,266
478
$426K 0.03%
8,699
+1,000
479
$425K 0.03%
16,339
+4,272
480
$425K 0.03%
26,172
+10,311
481
$424K 0.03%
4,245
+250
482
$423K 0.03%
35,465
+770
483
$421K 0.03%
12,848
-6,300
484
$421K 0.03%
5,542
+2,862
485
$420K 0.03%
8,122
-565
486
$418K 0.03%
598
+56
487
$417K 0.03%
6,157
-3,060
488
$415K 0.03%
+19,553
489
$414K 0.03%
22,115
+8,424
490
$412K 0.03%
6,466
491
$412K 0.03%
8,120
-224
492
$411K 0.03%
4,879
+114
493
$410K 0.03%
6,893
-57
494
$406K 0.03%
5,385
-2,985
495
$405K 0.03%
8,517
+299
496
$404K 0.03%
2,673
+6
497
$402K 0.03%
+5,534
498
$402K 0.03%
27,172
+4,849
499
$401K 0.03%
1,763
+220
500
$401K 0.03%
20,521
+519
18 19
20
21 22