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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
526
$450K 0.03%
1,295
-218
527
$449K 0.03%
2,605
-4
528
$448K 0.03%
1,385
+662
529
$448K 0.03%
7,652
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530
$448K 0.03%
26,639
+7
531
$447K 0.03%
11,381
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532
$445K 0.03%
11,504
-1,238
533
$445K 0.03%
13,095
534
$439K 0.03%
+6,281
535
$439K 0.03%
42,566
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536
$439K 0.03%
39,912
+2,637
537
$438K 0.03%
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538
$437K 0.03%
23,775
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539
$436K 0.03%
1,419
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540
$434K 0.03%
2,225
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541
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10,240
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542
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543
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40,250
-420
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12,256
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545
$427K 0.03%
5,559
-147
546
$425K 0.03%
13,623
+1,551
547
$423K 0.03%
+28,797
548
$423K 0.03%
22,060
+3,500
549
$420K 0.03%
24,644
-13,646
550
$416K 0.03%
10,610
-3,092
20 21
22
23 24