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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
$1.16B
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
51
$3.93M 0.34%
39,640
-44
52
$3.92M 0.34%
49,149
-777
53
$3.92M 0.34%
21,823
+1,501
54
$3.86M 0.33%
21,836
+871
55
$3.85M 0.33%
76,710
+32,555
56
$3.82M 0.33%
331,153
+53,584
57
$3.82M 0.33%
11,516
+994
58
$3.81M 0.33%
96,747
+15,489
59
$3.71M 0.32%
33,771
+7,203
60
$3.61M 0.31%
47,404
-1,094
61
$3.61M 0.31%
33,879
-624
62
$3.59M 0.31%
71,763
+602
63
$3.54M 0.3%
74,907
+7,620
64
$3.54M 0.3%
319,178
+63,074
65
$3.53M 0.3%
9,654
+2,153
66
$3.5M 0.3%
9,963
+359
67
$3.41M 0.29%
66,553
+1,128
68
$3.35M 0.29%
86,653
-4,831
69
$3.34M 0.29%
157,380
+4,467
70
$3.32M 0.29%
41,200
+100
71
$3.31M 0.28%
23,614
+4,252
72
$3.31M 0.28%
252,097
+7,826
73
$3.14M 0.27%
23,650
-2,443
74
$3.11M 0.27%
22,919
+2,702
75
$3.08M 0.26%
27,720
+2,392
1 2
3
4 5