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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
651
$241K 0.02%
5,598
652
$240K 0.02%
+1,130
653
$239K 0.02%
+18,750
654
$239K 0.02%
18,789
-2,561
655
$237K 0.02%
+3,016
656
$237K 0.02%
12,239
657
$236K 0.02%
3,530
-310
658
$236K 0.02%
10,367
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659
$235K 0.02%
21,071
660
$235K 0.02%
2,451
-119
661
$235K 0.02%
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662
$234K 0.02%
2,561
-1,123
663
$234K 0.02%
2,857
664
$234K 0.02%
2,130
-31
665
$234K 0.02%
16,822
-46
666
$234K 0.02%
41,870
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667
$234K 0.02%
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669
$232K 0.02%
426
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670
$232K 0.02%
27,815
-7,300
671
$232K 0.02%
48,965
-3,965
672
$231K 0.02%
+41,818
673
$231K 0.02%
+1,813
674
$228K 0.02%
5,120
-53,225
675
$228K 0.02%
+7,096
25 26
27
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