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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
$1.54B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.58M
3
+$5.53M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.3M
5
NVDA icon
NVIDIA
NVDA
+$3.92M

Top Sells

1
+$3.37M
2
+$3.12M
3
+$2.18M
4
ZION icon
Zions Bancorporation
ZION
+$1.96M
5
ASML icon
ASML
ASML
+$1.86M

Sector Composition

1 Technology 16.99%
2 Financials 7.09%
3 Consumer Discretionary 6.94%
4 Healthcare 3.84%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.54M 0.36%
37,178
+89
52
$5.44M 0.35%
+184,676
53
$5.27M 0.34%
42,750
+250
54
$5.17M 0.34%
130,392
+34,875
55
$5.15M 0.34%
30,539
+5,047
56
$5.07M 0.33%
45,662
-3,238
57
$4.92M 0.32%
44,540
+6,308
58
$4.92M 0.32%
174,283
+19,202
59
$4.84M 0.31%
114,604
+3,271
60
$4.83M 0.31%
66,702
+32,968
61
$4.81M 0.31%
33,197
+5,470
62
$4.77M 0.31%
880,305
+35,952
63
$4.73M 0.31%
50,210
+14,144
64
$4.71M 0.31%
29,805
+459
65
$4.57M 0.3%
85,746
+7,830
66
$4.52M 0.29%
43,955
-14,195
67
$4.52M 0.29%
248,400
-39,156
68
$4.47M 0.29%
137,932
+9,489
69
$4.42M 0.29%
146,720
-54,005
70
$4.39M 0.29%
57,809
+715
71
$4.36M 0.28%
21,515
+576
72
$4.36M 0.28%
95,868
+2,802
73
$4.33M 0.28%
8,593
+2,034
74
$4.33M 0.28%
20,228
-1,846
75
$4.29M 0.28%
558,978
+301,320
1 2
3
4 5