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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
$1.21B
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
576
$315K 0.03%
+2,280
577
$313K 0.03%
18,326
+5,877
578
$312K 0.03%
19,397
+5,472
579
$312K 0.03%
7,213
-3,413
580
$311K 0.03%
+6,009
581
$311K 0.03%
6,854
+748
582
$310K 0.03%
+1,041
583
$308K 0.03%
11,487
-2,448
584
$308K 0.03%
4,777
-845
585
$307K 0.03%
4,435
586
$307K 0.03%
+9,148
587
$304K 0.03%
473
-167
588
$303K 0.03%
1,620
-134
589
$302K 0.03%
+11,615
590
$301K 0.02%
3,237
-30
591
$299K 0.02%
+9,185
592
$299K 0.02%
21,394
-2,895
593
$299K 0.02%
22,128
+6,032
594
$298K 0.02%
2,567
+93
595
$298K 0.02%
3,834
+1,002
596
$298K 0.02%
4,777
-75
597
$297K 0.02%
1,362
-135
598
$297K 0.02%
7,179
+583
599
$296K 0.02%
2,754
600
$296K 0.02%
+12,300
22 23
24
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