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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
51
$3.96M 0.32%
45,871
+38,398
52
$3.95M 0.32%
24,373
+218
53
$3.87M 0.31%
76,021
+6,630
54
$3.85M 0.31%
28,413
+10,840
55
$3.8M 0.31%
9,142
+165
56
$3.79M 0.31%
48,969
+1,749
57
$3.75M 0.3%
70,166
-206
58
$3.72M 0.3%
74,855
+17,382
59
$3.68M 0.3%
26,958
+3,068
60
$3.58M 0.29%
46,881
+366
61
$3.58M 0.29%
242,015
+50,873
62
$3.56M 0.29%
199,275
+6,204
63
$3.56M 0.29%
20,062
+1,154
64
$3.52M 0.29%
116,794
+6,435
65
$3.48M 0.28%
96,158
-3,131
66
$3.46M 0.28%
184,812
+3,972
67
$3.45M 0.28%
22,633
-2,815
68
$3.44M 0.28%
90,034
+16,422
69
$3.43M 0.28%
69,202
+14,576
70
$3.37M 0.27%
9,703
+84
71
$3.34M 0.27%
192,031
+29,538
72
$3.3M 0.27%
36,281
-1,778
73
$3.29M 0.27%
87,820
+12,440
74
$3.26M 0.27%
20,667
+3,486
75
$3.2M 0.26%
15,337
+785
1 2
3
4 5