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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
576
$377K 0.02%
2,953
-1,798
577
$375K 0.02%
16,126
+3,294
578
$375K 0.02%
13,846
-1,316
579
$374K 0.02%
969
-179
580
$374K 0.02%
3,712
+532
581
$371K 0.02%
146
+11
582
$369K 0.02%
10,879
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583
$369K 0.02%
3,714
+2,506
584
$367K 0.02%
+29,928
585
$366K 0.02%
9,340
+317
586
$366K 0.02%
11,698
+3,223
587
$364K 0.02%
4,874
588
$363K 0.02%
5,607
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589
$362K 0.02%
6,804
+1,418
590
$362K 0.02%
4,606
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591
$362K 0.02%
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592
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6,738
-1,113
593
$356K 0.02%
15,174
-118
594
$356K 0.02%
27,042
-2,494
595
$356K 0.02%
4,298
-248
596
$352K 0.02%
3,756
+323
597
$351K 0.02%
9,618
+1,501
598
$351K 0.02%
6,409
599
$350K 0.02%
+6,185
600
$350K 0.02%
23,475
-29,400
22 23
24
25 26