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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
651
$259K 0.02%
3,938
+4
652
$258K 0.02%
8,898
-250
653
$257K 0.02%
+1,872
654
$257K 0.02%
+3,130
655
$256K 0.02%
760
-336
656
$256K 0.02%
13,207
657
$255K 0.02%
575
-105
658
$255K 0.02%
+11,084
659
$254K 0.02%
7,072
-4,840
660
$254K 0.02%
638
-688
661
$254K 0.02%
2,329
+170
662
$254K 0.02%
+2,161
663
$253K 0.02%
4,055
+370
664
$253K 0.02%
10,008
-1,479
665
$253K 0.02%
3,275
666
$253K 0.02%
+565
667
$253K 0.02%
+2,900
668
$252K 0.02%
5,675
-273
669
$251K 0.02%
3,218
-416
670
$251K 0.02%
3,372
+58
671
$250K 0.02%
515
672
$250K 0.02%
+5,355
673
$249K 0.02%
16,387
-1,292
674
$249K 0.02%
7,070
-13,660
675
$248K 0.02%
+2,120
25 26
27
28 29