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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
626
$251K 0.02%
+1,938
627
$251K 0.02%
17,663
+3,350
628
$251K 0.02%
1,588
-255
629
$250K 0.02%
2,604
+123
630
$250K 0.02%
895
631
$250K 0.02%
3,934
+187
632
$250K 0.02%
+8,702
633
$249K 0.02%
+9,265
634
$248K 0.02%
1,831
635
$248K 0.02%
7,048
+250
636
$247K 0.02%
+3,622
637
$247K 0.02%
5,337
638
$247K 0.02%
+22,000
639
$245K 0.02%
7,341
640
$244K 0.02%
3,317
641
$244K 0.02%
+2,604
642
$243K 0.02%
+1,732
643
$243K 0.02%
+5,568
644
$242K 0.02%
2,750
-2
645
$241K 0.02%
+3,444
646
$241K 0.02%
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647
$241K 0.02%
5,950
-575
648
$241K 0.02%
979
+4
649
$241K 0.02%
1,565
+15
650
$241K 0.02%
19,500
-2,500
24 25
26
27 28