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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
726
$204K 0.02%
8,100
-10,400
727
$204K 0.02%
9,011
+91
728
$204K 0.02%
5,386
-1,400
729
$203K 0.02%
+760
730
$202K 0.02%
1,281
+24
731
$201K 0.02%
+8,000
732
$201K 0.02%
1,289
733
$200K 0.02%
7,962
734
$200K 0.02%
6,276
-170
735
$196K 0.02%
37,019
-1
736
$186K 0.02%
13,925
-5,472
737
$177K 0.01%
20,673
+400
738
$175K 0.01%
+12,185
739
$175K 0.01%
+14,030
740
$173K 0.01%
+13,939
741
$159K 0.01%
9,295
+56
742
$156K 0.01%
14,500
-100
743
$150K 0.01%
24,191
-1,750
744
$144K 0.01%
+11,176
745
$135K 0.01%
29,826
-7,536
746
$131K 0.01%
11,300
-160
747
$130K 0.01%
23,767
-18,050
748
$130K 0.01%
2,160
-800
749
$128K 0.01%
14,590
-630
750
$120K 0.01%
+10,225
28 29
30
31 32