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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
551
$415K 0.03%
31,173
+3,238
552
$415K 0.03%
1,517
-300
553
$414K 0.03%
4,873
+580
554
$414K 0.03%
24,388
+810
555
$414K 0.03%
10,845
+2,123
556
$414K 0.03%
3,759
-422
557
$412K 0.03%
7,364
+1,018
558
$411K 0.03%
2,500
-347
559
$406K 0.03%
14,918
-200
560
$406K 0.03%
1,592
-14
561
$399K 0.03%
54,188
-442
562
$396K 0.03%
2,450
-701
563
$393K 0.03%
4,315
+431
564
$392K 0.03%
+11,824
565
$390K 0.03%
9,596
+232
566
$387K 0.03%
5,353
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567
$387K 0.03%
4,867
568
$387K 0.03%
1,038
+158
569
$386K 0.03%
4,304
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570
$386K 0.03%
5,677
+435
571
$383K 0.02%
1,947
+110
572
$380K 0.02%
4,129
+410
573
$380K 0.02%
27,300
+13,900
574
$379K 0.02%
1,896
-211
575
$379K 0.02%
41,610
+2,750
21 22
23
24 25