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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
476
$530K 0.03%
6,578
+172
477
$529K 0.03%
22,218
+1,265
478
$525K 0.03%
6,517
+85
479
$524K 0.03%
20,421
480
$522K 0.03%
40,539
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481
$519K 0.03%
35,212
-50,005
482
$517K 0.03%
16,825
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483
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+7,270
484
$515K 0.03%
5,498
-1,292
485
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16,805
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486
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12,377
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487
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488
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9,888
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489
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19,695
-915
490
$499K 0.03%
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496
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+18,660
497
$483K 0.03%
12,744
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498
$483K 0.03%
5,343
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499
$483K 0.03%
53,382
+5,300
500
$480K 0.03%
25,106
+15,064
18 19
20
21 22