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
$1.21B
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
551
$334K 0.03%
1,519
-25
552
$333K 0.03%
9,100
553
$333K 0.03%
4,357
+91
554
$332K 0.03%
+5,074
555
$330K 0.03%
2,854
-976
556
$329K 0.03%
9,400
+770
557
$328K 0.03%
4,869
+960
558
$328K 0.03%
5,308
-416
559
$327K 0.03%
5,764
-8,489
560
$327K 0.03%
2,159
-4,007
561
$327K 0.03%
26,400
562
$326K 0.03%
+8,664
563
$326K 0.03%
16,901
-457
564
$325K 0.03%
6,483
+691
565
$324K 0.03%
5,092
+136
566
$324K 0.03%
1,371
-497
567
$323K 0.03%
3,049
-598
568
$322K 0.03%
+1,100
569
$321K 0.03%
2,430
+370
570
$319K 0.03%
8,781
+610
571
$318K 0.03%
12,562
+110
572
$318K 0.03%
+2,415
573
$317K 0.03%
11,027
-250
574
$316K 0.03%
5,738
+520
575
$316K 0.03%
+10,322
21 22
23
24 25