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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
51
$3.93M 0.32%
28,510
-1,380
52
$3.92M 0.32%
8,977
-200
53
$3.91M 0.32%
70,372
+2,539
54
$3.89M 0.32%
46,515
+18,167
55
$3.88M 0.32%
33,416
+3,952
56
$3.83M 0.32%
99,289
+6,634
57
$3.78M 0.31%
23,890
+1,183
58
$3.78M 0.31%
20,038
+6,486
59
$3.7M 0.31%
180,840
+3,232
60
$3.64M 0.3%
173,971
+41,463
61
$3.61M 0.3%
69,391
+10,792
62
$3.59M 0.3%
193,071
-20,865
63
$3.57M 0.29%
206,415
-40,780
64
$3.51M 0.29%
45,180
+38,597
65
$3.49M 0.29%
9,619
-697
66
$3.46M 0.29%
48,095
+400
67
$3.42M 0.28%
71,925
-1,214
68
$3.36M 0.28%
57,121
-3,380
69
$3.36M 0.28%
39,691
-7,702
70
$3.35M 0.28%
75,186
+3,117
71
$3.29M 0.27%
162,493
+26,088
72
$3.23M 0.27%
18,908
+319
73
$3.23M 0.27%
155,670
+84,594
74
$3.22M 0.27%
14,552
-1,790
75
$3.21M 0.27%
20,121
-7,221
1 2
3
4 5