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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
476
$407K 0.04%
29,536
+200
477
$406K 0.03%
50,375
+3,115
478
$405K 0.03%
1,747
-95
479
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1,303
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480
$404K 0.03%
1,701
-19
481
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21,895
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482
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483
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484
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33,223
-3,549
485
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486
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1,828
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487
$395K 0.03%
13,738
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$395K 0.03%
80,104
-20,824
489
$395K 0.03%
15,600
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492
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13,095
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14,482
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3,813
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+13,611
497
$381K 0.03%
5,927
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$381K 0.03%
7,618
-3,083
499
$381K 0.03%
6,858
-202
500
$380K 0.03%
8,447
-100
18 19
20
21 22