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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
726
$206K 0.02%
+3,889
727
$205K 0.02%
+2,305
728
$203K 0.02%
+4,400
729
$203K 0.02%
3,000
-900
730
$202K 0.02%
43,500
+5,500
731
$202K 0.02%
+2,962
732
$202K 0.02%
+3,919
733
$201K 0.02%
1,300
-230
734
$201K 0.02%
915
-103
735
$201K 0.02%
+3,985
736
$199K 0.02%
+15,861
737
$198K 0.02%
20,273
+1,961
738
$195K 0.02%
9,239
-614
739
$192K 0.02%
10,230
-3,975
740
$190K 0.02%
10,820
-10,326
741
$188K 0.02%
10,489
+104
742
$186K 0.02%
+13,278
743
$176K 0.01%
1,326
-2,310
744
$176K 0.01%
+12,955
745
$168K 0.01%
25,941
-32,900
746
$160K 0.01%
11,460
+410
747
$151K 0.01%
4,091
748
$149K 0.01%
11,331
+450
749
$144K 0.01%
12,346
-3,652
750
$136K 0.01%
14,600
-1,500
28 29
30
31 32