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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
501
$400K 0.03%
4,701
-204
502
$399K 0.03%
1,153
-85
503
$399K 0.03%
2,465
-275
504
$395K 0.03%
6,712
+1,404
505
$393K 0.03%
37,710
+4,400
506
$391K 0.03%
11,346
-255
507
$390K 0.03%
9,173
+3,707
508
$389K 0.03%
16,708
509
$389K 0.03%
8,828
+1,974
510
$388K 0.03%
17,731
+500
511
$388K 0.03%
656
+2
512
$388K 0.03%
4,152
-424
513
$387K 0.03%
9,455
+3,681
514
$385K 0.03%
2,594
-260
515
$385K 0.03%
783
-212
516
$384K 0.03%
12,681
+1,285
517
$383K 0.03%
3,567
-1,657
518
$382K 0.03%
10,000
+900
519
$381K 0.03%
+19,551
520
$377K 0.03%
12,081
+2,896
521
$377K 0.03%
5,832
-4,918
522
$377K 0.03%
3,676
-436
523
$376K 0.03%
63,872
+6,195
524
$375K 0.03%
+9,287
525
$374K 0.03%
1,472
-2,387
19 20
21
22 23