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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
626
$279K 0.02%
3,275
-77
627
$279K 0.02%
3,970
+1,448
628
$279K 0.02%
2,261
+617
629
$278K 0.02%
1,643
+150
630
$277K 0.02%
1,153
+400
631
$276K 0.02%
17,093
632
$274K 0.02%
5,576
633
$273K 0.02%
17,679
+2,864
634
$273K 0.02%
15,045
635
$272K 0.02%
1,958
+216
636
$272K 0.02%
13,510
+3,105
637
$271K 0.02%
1,210
+218
638
$268K 0.02%
3,615
-152
639
$268K 0.02%
5,460
640
$267K 0.02%
+28,513
641
$267K 0.02%
+13,691
642
$264K 0.02%
13,207
643
$264K 0.02%
5,948
-120
644
$262K 0.02%
+2,866
645
$260K 0.02%
41,817
+19,272
646
$260K 0.02%
3,934
+416
647
$260K 0.02%
+1,257
648
$259K 0.02%
+2,014
649
$259K 0.02%
+7,149
650
$258K 0.02%
+2,309
24 25
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