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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
601
$296K 0.02%
5,265
602
$295K 0.02%
3,634
-2,978
603
$293K 0.02%
+1,978
604
$293K 0.02%
12,333
+721
605
$293K 0.02%
10,983
+1,196
606
$292K 0.02%
+22,323
607
$291K 0.02%
+3,348
608
$291K 0.02%
1,433
+40
609
$290K 0.02%
903
-865
610
$289K 0.02%
8,100
-2,100
611
$289K 0.02%
11,585
+8
612
$288K 0.02%
3,048
+76
613
$287K 0.02%
3,087
614
$286K 0.02%
3,452
+642
615
$286K 0.02%
3,526
+766
616
$285K 0.02%
4,434
+570
617
$285K 0.02%
11,500
+1,900
618
$285K 0.02%
4,885
+466
619
$283K 0.02%
+11,430
620
$282K 0.02%
6,720
+888
621
$282K 0.02%
739
+132
622
$282K 0.02%
5,900
+10
623
$280K 0.02%
4,210
+244
624
$279K 0.02%
6,786
+114
625
$279K 0.02%
12,642
+1,305
23 24
25
26 27