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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
601
$348K 0.02%
+4,876
602
$348K 0.02%
2,604
+100
603
$348K 0.02%
21,653
+27
604
$344K 0.02%
2,724
+4
605
$344K 0.02%
6,638
-161
606
$344K 0.02%
1,748
+655
607
$344K 0.02%
6,821
-182
608
$343K 0.02%
+6,849
609
$343K 0.02%
+1,972
610
$343K 0.02%
7,087
-14,546
611
$339K 0.02%
16,190
612
$339K 0.02%
7,585
+3,403
613
$338K 0.02%
5,917
-120
614
$338K 0.02%
4,491
-948
615
$337K 0.02%
5,118
+165
616
$335K 0.02%
2,145
+449
617
$335K 0.02%
981
+186
618
$335K 0.02%
15,742
-4,100
619
$334K 0.02%
21,970
620
$330K 0.02%
2,642
-16
621
$329K 0.02%
+20,429
622
$329K 0.02%
5,890
+1,588
623
$328K 0.02%
+6,575
624
$328K 0.02%
2,924
+75
625
$327K 0.02%
+7,956
23 24
25
26 27