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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
501
$385K 0.03%
4,905
-2,414
502
$385K 0.03%
2,776
+327
503
$385K 0.03%
7,394
+31
504
$384K 0.03%
1,365
+36
505
$383K 0.03%
4,352
-3,191
506
$383K 0.03%
+3,700
507
$381K 0.03%
997
-61
508
$381K 0.03%
34,695
509
$381K 0.03%
1,543
-89
510
$380K 0.03%
35,578
+9,820
511
$377K 0.03%
27,850
-1,100
512
$376K 0.03%
+6,310
513
$375K 0.03%
14,830
-5,115
514
$373K 0.03%
+9,950
515
$372K 0.03%
19,154
+234
516
$371K 0.03%
+6,400
517
$371K 0.03%
3,685
-112
518
$369K 0.03%
25,617
+1,653
519
$365K 0.03%
3,527
-3,625
520
$365K 0.03%
2,172
-14
521
$364K 0.03%
2,548
-1,959
522
$363K 0.03%
9,645
523
$360K 0.03%
680
+135
524
$359K 0.03%
12,734
+2,279
525
$359K 0.03%
3,314
-1,345
19 20
21
22 23