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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
726
$189K 0.02%
12,747
-9,134
727
$189K 0.02%
13,328
-1,750
728
$187K 0.02%
11,616
-250
729
$179K 0.02%
12,860
-395
730
$179K 0.02%
+10,264
731
$178K 0.02%
18,828
-11,340
732
$177K 0.02%
24,362
-14,310
733
$176K 0.02%
15,000
+2,000
734
$170K 0.01%
15,951
+3,060
735
$167K 0.01%
23,870
736
$160K 0.01%
5,964
-177
737
$160K 0.01%
12,388
738
$159K 0.01%
18,650
739
$157K 0.01%
13,542
740
$149K 0.01%
15,800
-800
741
$147K 0.01%
+21,900
742
$146K 0.01%
12,361
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743
$144K 0.01%
21,146
-8,478
744
$140K 0.01%
10,725
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745
$139K 0.01%
17,571
+5,945
746
$139K 0.01%
19,063
747
$132K 0.01%
11,600
748
$125K 0.01%
22,028
-2,398
749
$119K 0.01%
+11,447
750
$119K 0.01%
25,547
28 29
30
31 32