We are live on ! Find out more
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
501
$378K 0.03%
23,480
-606
502
$376K 0.03%
3,723
+1,400
503
$376K 0.03%
4,754
+161
504
$375K 0.03%
8,536
+161
505
$373K 0.03%
3,749
+149
506
$372K 0.03%
9,005
-225
507
$369K 0.03%
2,023
-13
508
$365K 0.03%
4,275
+1,387
509
$364K 0.03%
3,924
+1,552
510
$364K 0.03%
36,531
+8,095
511
$364K 0.03%
710
-43
512
$362K 0.03%
1,470
+82
513
$362K 0.03%
8,629
+2,836
514
$361K 0.03%
5,106
+746
515
$360K 0.03%
47,624
-3,000
516
$357K 0.03%
13,961
-784
517
$356K 0.03%
+11,900
518
$354K 0.03%
4,275
+158
519
$352K 0.03%
17,019
+5,510
520
$351K 0.03%
2,268
-447
521
$351K 0.03%
1,021
-1
522
$348K 0.03%
1,255
+50
523
$345K 0.03%
24,204
-2,865
524
$344K 0.03%
1,420
525
$343K 0.03%
668
-104
19 20
21
22 23