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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
601
$296K 0.02%
2,474
+59
602
$296K 0.02%
+1,046
603
$295K 0.02%
2,398
-150
604
$295K 0.02%
1,568
-2,144
605
$294K 0.02%
+12,050
606
$293K 0.02%
+5,424
607
$293K 0.02%
30,134
-5,444
608
$293K 0.02%
+4,650
609
$291K 0.02%
2,559
+250
610
$289K 0.02%
9,224
-1,086
611
$289K 0.02%
+16,323
612
$287K 0.02%
1,363
+210
613
$286K 0.02%
976
-110
614
$285K 0.02%
26,400
615
$284K 0.02%
6,805
+85
616
$283K 0.02%
4,446
-1,318
617
$283K 0.02%
7,795
-869
618
$283K 0.02%
31,848
+9,000
619
$283K 0.02%
9,425
+325
620
$282K 0.02%
2,430
621
$281K 0.02%
3,527
+1
622
$281K 0.02%
3,647
+195
623
$280K 0.02%
1,880
-1,549
624
$279K 0.02%
1,362
625
$279K 0.02%
2,711
-338
23 24
25
26 27