We are live on ! Find out more
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
701
$210K 0.02%
+2,436
702
$209K 0.02%
+11,147
703
$209K 0.02%
2,487
-1,599
704
$209K 0.02%
2,500
705
$207K 0.02%
+6,660
706
$207K 0.02%
+5,255
707
$207K 0.02%
+4,614
708
$206K 0.02%
+771
709
$206K 0.02%
1,600
710
$205K 0.02%
+8,160
711
$204K 0.02%
+312
712
$204K 0.02%
8,182
-11,623
713
$204K 0.02%
18,340
+592
714
$203K 0.02%
+1,359
715
$203K 0.02%
26,900
716
$203K 0.02%
43,940
-18,533
717
$202K 0.02%
+2,596
718
$202K 0.02%
10,303
-1,684
719
$202K 0.02%
+6,506
720
$201K 0.02%
7,134
-5,839
721
$198K 0.02%
2,901
+156
722
$198K 0.02%
11,300
-2,000
723
$196K 0.02%
+12,858
724
$192K 0.02%
+7,494
725
$192K 0.02%
1,005
-120
27 28
29
30 31