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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
526
$373K 0.03%
13,442
-3,459
527
$372K 0.03%
39,377
+16,171
528
$370K 0.03%
6,279
-100
529
$369K 0.03%
5,729
-2,216
530
$367K 0.03%
12,836
+102
531
$364K 0.03%
26,771
-1
532
$364K 0.03%
2,845
+584
533
$363K 0.03%
9,695
+50
534
$362K 0.03%
3,628
-949
535
$361K 0.03%
2,172
536
$359K 0.03%
6,983
+500
537
$358K 0.03%
7,739
+2,417
538
$356K 0.03%
4,435
539
$356K 0.03%
24,733
+3,022
540
$355K 0.03%
+11,332
541
$355K 0.03%
21,553
+1,000
542
$353K 0.03%
1,717
+346
543
$353K 0.03%
+12,927
544
$352K 0.03%
5,477
545
$351K 0.03%
1,062
+65
546
$349K 0.03%
15,500
+3,200
547
$348K 0.03%
2,782
+6
548
$347K 0.03%
3,840
-2,430
549
$347K 0.03%
2,256
-167
550
$344K 0.03%
515
-462
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