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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
626
$279K 0.02%
4,788
+11
627
$278K 0.02%
4,785
+8
628
$278K 0.02%
973
-68
629
$277K 0.02%
3,692
+344
630
$277K 0.02%
5,925
+25
631
$273K 0.02%
2,300
-125
632
$272K 0.02%
5,925
+600
633
$272K 0.02%
+4,692
634
$271K 0.02%
5,287
+22
635
$271K 0.02%
+1,853
636
$270K 0.02%
+3,204
637
$269K 0.02%
2,746
+356
638
$269K 0.02%
9,730
-1,855
639
$267K 0.02%
10,732
-251
640
$265K 0.02%
+5,177
641
$263K 0.02%
+2,007
642
$263K 0.02%
3,139
+52
643
$263K 0.02%
2,241
+116
644
$262K 0.02%
12,622
+289
645
$262K 0.02%
5,074
-70
646
$261K 0.02%
22,446
-3,171
647
$261K 0.02%
9,095
648
$261K 0.02%
5,476
-100
649
$260K 0.02%
24,911
-742
650
$259K 0.02%
5,460
24 25
26
27 28