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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
676
$246K 0.02%
3,581
-253
677
$246K 0.02%
836
+97
678
$245K 0.02%
+20,372
679
$244K 0.02%
3,786
-133
680
$243K 0.02%
1,531
+51
681
$241K 0.02%
1,240
-1,250
682
$241K 0.02%
2,857
-125
683
$240K 0.02%
41,520
+5,110
684
$240K 0.02%
+6,937
685
$239K 0.02%
16,630
686
$239K 0.02%
2,789
687
$238K 0.02%
6,929
-250
688
$238K 0.02%
+2,086
689
$237K 0.02%
14,379
-666
690
$237K 0.02%
+2,720
691
$236K 0.02%
17,093
692
$236K 0.02%
+1,830
693
$235K 0.02%
+905
694
$234K 0.02%
1,572
+185
695
$234K 0.02%
1,631
+31
696
$234K 0.02%
+5,650
697
$233K 0.02%
3,925
+4
698
$232K 0.02%
1,256
-242
699
$231K 0.02%
2,313
+29
700
$229K 0.02%
+1,656
26 27
28
29 30