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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
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$299K 0.03%
22,726
552
$299K 0.03%
3,800
-16
553
$299K 0.03%
6,327
+183
554
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-425
555
$298K 0.03%
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556
$298K 0.03%
3,781
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$296K 0.03%
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558
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24,105
-4,346
559
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560
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561
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16,294
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562
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-75
563
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564
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+1,146
565
$291K 0.03%
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566
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569
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3,683
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570
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571
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20,215
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572
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+13,182
573
$287K 0.02%
25,284
-56,023
574
$282K 0.02%
5,761
+328
575
$282K 0.02%
10,134
-160,010
21 22
23
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