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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
576
$281K 0.02%
55,278
+3,387
577
$280K 0.02%
4,135
-250
578
$279K 0.02%
30,797
+94
579
$279K 0.02%
1,945
-677
580
$279K 0.02%
2,582
-827
581
$279K 0.02%
2,445
-121
582
$278K 0.02%
9,904
583
$278K 0.02%
4,435
584
$276K 0.02%
16,265
+4,000
585
$276K 0.02%
2,081
586
$273K 0.02%
6,644
+623
587
$273K 0.02%
+11,326
588
$272K 0.02%
+2,475
589
$272K 0.02%
+3,006
590
$269K 0.02%
19,632
+1,300
591
$267K 0.02%
23,692
-1,645
592
$267K 0.02%
5,901
+33
593
$267K 0.02%
9,992
+262
594
$267K 0.02%
27,335
+1,540
595
$266K 0.02%
1,371
-319
596
$266K 0.02%
2,718
-1,306
597
$266K 0.02%
1,775
-1,075
598
$266K 0.02%
5,390
599
$265K 0.02%
4,656
+1,017
600
$265K 0.02%
+11,121
22 23
24
25 26