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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
526
$359K 0.03%
18,327
-895
527
$359K 0.03%
+11,396
528
$357K 0.03%
17,231
-41,462
529
$357K 0.03%
25,653
+445
530
$357K 0.03%
4,644
+153
531
$355K 0.03%
12,233
-4,803
532
$354K 0.03%
10,255
-960
533
$353K 0.03%
5,325
+600
534
$353K 0.03%
8,218
+1,441
535
$352K 0.03%
2,582
+782
536
$351K 0.03%
1,086
+37
537
$351K 0.03%
5,950
+200
538
$350K 0.03%
383
+63
539
$349K 0.03%
21,711
+2,670
540
$347K 0.03%
16,640
+50
541
$344K 0.03%
10,310
-93
542
$343K 0.03%
6,281
-298
543
$342K 0.03%
542
-243
544
$341K 0.03%
3,029
-1,339
545
$341K 0.03%
1,498
+195
546
$338K 0.03%
+7,407
547
$336K 0.03%
3,857
-376
548
$335K 0.03%
+12,067
549
$334K 0.03%
8,100
550
$334K 0.03%
2,425
+300
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