We are live on ! Find out more
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
751
$134K 0.01%
+1,583
752
$128K 0.01%
+11,704
753
$122K 0.01%
15,220
+1,600
754
$122K 0.01%
11,355
-776
755
$105K 0.01%
11,600
-700
756
$93.5K 0.01%
+24,875
757
$91.6K 0.01%
+10,170
758
$91.5K 0.01%
+10,067
759
$87.2K 0.01%
11,950
760
$85K 0.01%
10,608
+210
761
$83.3K 0.01%
13,021
-1,427
762
$81.1K 0.01%
19,735
+1,300
763
$80.5K 0.01%
13,132
-1,885
764
$75.6K 0.01%
+727
765
$67.8K 0.01%
+7,500
766
$60.8K 0.01%
41
-42
767
$56.9K ﹤0.01%
+12,200
768
$47.5K ﹤0.01%
+16,005
769
$32.1K ﹤0.01%
10,500
770
$27.3K ﹤0.01%
12,600
771
$12.9K ﹤0.01%
+20
772
$9.79K ﹤0.01%
500
773
– –
-735
774
– –
-60,450
775
– –
-12,275
29 30
31
32 33