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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
726
$257K 0.02%
6,065
-4
727
$257K 0.02%
6,958
+160
728
$257K 0.02%
3,935
+26
729
$256K 0.02%
6,315
-1,045
730
$256K 0.02%
20,924
+6,707
731
$256K 0.02%
10,025
732
$256K 0.02%
17,663
733
$256K 0.02%
+6,309
734
$255K 0.02%
16,429
+407
735
$255K 0.02%
2,502
+253
736
$254K 0.02%
+6,396
737
$254K 0.02%
3,076
738
$253K 0.02%
2,760
-34
739
$253K 0.02%
9,580
-150
740
$253K 0.02%
1,730
-849
741
$253K 0.02%
+1,585
742
$253K 0.02%
6,154
+104
743
$252K 0.02%
11,211
+1,299
744
$252K 0.02%
4,178
+68
745
$252K 0.02%
+7,602
746
$251K 0.02%
6,450
747
$251K 0.02%
2,901
+135
748
$250K 0.02%
+5,669
749
$249K 0.02%
540
-69
750
$249K 0.02%
1,425
+133
28 29
30
31 32