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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
501
$475K 0.03%
4,398
-256
502
$475K 0.03%
22,622
+830
503
$474K 0.03%
15,091
+679
504
$473K 0.03%
16,483
-5,092
505
$473K 0.03%
83,980
+5,125
506
$472K 0.03%
+16,040
507
$472K 0.03%
3,830
-500
508
$471K 0.03%
2,705
+18
509
$470K 0.03%
7,401
+3,651
510
$469K 0.03%
49,300
-5,000
511
$466K 0.03%
+27,260
512
$465K 0.03%
4,900
+404
513
$465K 0.03%
6,186
-850
514
$465K 0.03%
31,941
+1,764
515
$464K 0.03%
1,846
-1
516
$463K 0.03%
3,471
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517
$463K 0.03%
6,014
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518
$462K 0.03%
9,902
+2,268
519
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15,756
-9,748
520
$458K 0.03%
+9,711
521
$457K 0.03%
10,050
+975
522
$456K 0.03%
+1,323
523
$454K 0.03%
3,667
+913
524
$454K 0.03%
10,360
+250
525
$453K 0.03%
9,960
19 20
21
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