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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
676
$288K 0.02%
12,180
677
$287K 0.02%
13,479
-1,622
678
$286K 0.02%
9,125
-7,736
679
$286K 0.02%
2,327
+34
680
$284K 0.02%
1,320
-231
681
$282K 0.02%
24,032
682
$282K 0.02%
+5,700
683
$281K 0.02%
1,160
+150
684
$280K 0.02%
17,020
-1,721
685
$279K 0.02%
7,698
+1,640
686
$279K 0.02%
5,081
+20
687
$279K 0.02%
9,388
-3,176
688
$278K 0.02%
3,557
-103
689
$278K 0.02%
2,325
-1,851
690
$277K 0.02%
+7,325
691
$277K 0.02%
27,295
+1,402
692
$277K 0.02%
7,550
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693
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7,313
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694
$276K 0.02%
18,000
695
$275K 0.02%
17,897
+764
696
$274K 0.02%
+2,452
697
$274K 0.02%
1,291
698
$274K 0.02%
9,400
699
$273K 0.02%
2,181
-15
700
$272K 0.02%
33,275
26 27
28
29 30