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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
626
$327K 0.02%
2,704
-451
627
$327K 0.02%
1,579
+5
628
$325K 0.02%
55,100
+11,000
629
$323K 0.02%
14,643
+2,347
630
$323K 0.02%
8,720
-50
631
$322K 0.02%
3,625
+31
632
$321K 0.02%
1,403
-109
633
$320K 0.02%
1,931
+202
634
$319K 0.02%
717
+9
635
$318K 0.02%
39,543
-3,564
636
$318K 0.02%
8,100
-1,850
637
$316K 0.02%
4,673
+97
638
$316K 0.02%
2,252
-82
639
$316K 0.02%
4,375
+710
640
$315K 0.02%
1,930
641
$315K 0.02%
3,137
+1,005
642
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1,058
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643
$315K 0.02%
39,396
+325
644
$314K 0.02%
18,621
645
$312K 0.02%
26,150
-34,690
646
$312K 0.02%
6,158
-1,105
647
$311K 0.02%
3,105
-1,319
648
$311K 0.02%
3,198
+243
649
$309K 0.02%
29,603
+2,050
650
$306K 0.02%
5,290
+97
24 25
26
27 28