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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
701
$229K 0.02%
3,600
702
$228K 0.02%
475
+2
703
$226K 0.02%
11,519
704
$226K 0.02%
+1,499
705
$224K 0.02%
2,072
-1,719
706
$224K 0.02%
6,300
707
$218K 0.02%
2,226
+114
708
$218K 0.02%
+908
709
$217K 0.02%
3,109
710
$217K 0.02%
+5,368
711
$217K 0.02%
3,209
+212
712
$216K 0.02%
+4,005
713
$215K 0.02%
+559
714
$214K 0.02%
5,545
+82
715
$213K 0.02%
1,786
-75
716
$212K 0.02%
1,787
-171
717
$212K 0.02%
2,785
+1,150
718
$212K 0.02%
950
-3
719
$211K 0.02%
1,929
-638
720
$208K 0.02%
5,450
721
$207K 0.02%
1,122
+54
722
$207K 0.02%
+5,363
723
$207K 0.02%
2,305
724
$205K 0.02%
19,044
725
$205K 0.02%
24,735
-5,626
27 28
29
30 31