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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
551
$344K 0.03%
+23,954
552
$343K 0.03%
17,765
+4,575
553
$343K 0.03%
2,606
-17,515
554
$340K 0.03%
16,490
-150
555
$338K 0.03%
8,295
-1,295
556
$338K 0.03%
4,349
+379
557
$338K 0.03%
2,719
-9,481
558
$334K 0.03%
+17,380
559
$332K 0.03%
6,098
+360
560
$331K 0.03%
4,358
+1
561
$330K 0.03%
2,069
-211
562
$329K 0.03%
5,536
+444
563
$328K 0.03%
+8,752
564
$328K 0.03%
46,416
-5,370
565
$328K 0.03%
3,838
-2,609
566
$328K 0.03%
9,539
+5,448
567
$327K 0.03%
8,100
568
$326K 0.03%
+8,394
569
$326K 0.03%
10,401
+146
570
$324K 0.03%
4,885
571
$323K 0.03%
11,500
572
$321K 0.03%
4,884
+15
573
$321K 0.03%
+8,016
574
$320K 0.03%
36,546
+8,033
575
$316K 0.03%
22,128
21 22
23
24 25