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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
601
$265K 0.02%
3,663
-130
602
$264K 0.02%
15,373
-269
603
$264K 0.02%
+10,539
604
$263K 0.02%
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-154
605
$263K 0.02%
53,197
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606
$262K 0.02%
2,519
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607
$262K 0.02%
5,825
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$262K 0.02%
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609
$261K 0.02%
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610
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611
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613
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614
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5,610
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615
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616
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620
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621
$254K 0.02%
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2,247
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623
$252K 0.02%
9,130
624
$252K 0.02%
+2,325
625
$252K 0.02%
1,679
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23 24
25
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