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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
$1.21B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$5.21M
3
+$4.53M
4
NVDA icon
NVIDIA
NVDA
+$3.64M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.07M

Top Sells

1
+$2.04M
2
+$1.58M
3
+$1.29M
4
SPG icon
Simon Property Group
SPG
+$1.1M
5
UPST icon
Upstart Holdings
UPST
+$1M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 8.54%
3 Financials 5.61%
4 Real Estate 3.94%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$236K 0.02%
1,289
677
$235K 0.02%
+5,463
678
$235K 0.02%
+6,300
679
$234K 0.02%
2,680
+397
680
$234K 0.02%
+7,759
681
$232K 0.02%
+23,206
682
$230K 0.02%
+2,112
683
$229K 0.02%
+2,820
684
$228K 0.02%
16,630
685
$228K 0.02%
22,848
+98
686
$226K 0.02%
+1,500
687
$226K 0.02%
+2,595
688
$226K 0.02%
2,173
+25
689
$225K 0.02%
2,789
690
$225K 0.02%
+953
691
$225K 0.02%
1,387
-164
692
$224K 0.02%
36,410
-2,918
693
$223K 0.02%
8,920
-150
694
$223K 0.02%
+3,893
695
$221K 0.02%
37,362
-11,209
696
$221K 0.02%
+580
697
$221K 0.02%
+11,519
698
$220K 0.02%
1,874
-178
699
$219K 0.02%
+2,302
700
$219K 0.02%
1,804
-4
26 27
28
29 30