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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
576
$315K 0.03%
3,919
-5,200
577
$314K 0.03%
+8,490
578
$314K 0.03%
4,357
-287
579
$313K 0.03%
+3,472
580
$313K 0.03%
+3,190
581
$312K 0.03%
11,047
+20
582
$311K 0.03%
5,950
583
$311K 0.03%
781
+201
584
$310K 0.03%
+14,519
585
$309K 0.03%
3,756
-101
586
$309K 0.03%
+6,137
587
$309K 0.03%
3,125
+77
588
$308K 0.03%
+7,802
589
$306K 0.02%
18,009
-318
590
$304K 0.02%
3,483
-1,005
591
$304K 0.02%
21,467
+73
592
$304K 0.02%
1,416
+51
593
$303K 0.02%
3,237
594
$301K 0.02%
12,074
-488
595
$300K 0.02%
2,944
+190
596
$300K 0.02%
+4,839
597
$299K 0.02%
20,498
+2,172
598
$299K 0.02%
7,298
-461
599
$298K 0.02%
16,224
-2,930
600
$298K 0.02%
+8,497
22 23
24
25 26