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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
751
$119K 0.01%
11,704
752
$119K 0.01%
15,297
+5,127
753
$117K 0.01%
23,235
+3,500
754
$116K 0.01%
+11,500
755
$114K 0.01%
12,132
+1,524
756
$104K 0.01%
28,625
+3,750
757
$103K 0.01%
44,000
+500
758
$93K 0.01%
+16,900
759
$92.5K 0.01%
+11,200
760
$86.4K 0.01%
13,050
+1,100
761
$85.8K 0.01%
+11,500
762
$77.4K 0.01%
11,500
-100
763
$73.3K 0.01%
+11,365
764
$72.9K 0.01%
+10,400
765
$67.8K 0.01%
7,500
766
$62.1K 0.01%
+10,000
767
$58.5K ﹤0.01%
+10,120
768
$53.3K ﹤0.01%
+10,500
769
$53.3K ﹤0.01%
16,000
-5
770
$50.2K ﹤0.01%
868
+141
771
$49.3K ﹤0.01%
33
-8
772
$48.7K ﹤0.01%
+11,000
773
$38.6K ﹤0.01%
12,600
774
$33.1K ﹤0.01%
12,000
-200
775
$29.2K ﹤0.01%
10,520
+20
29 30
31
32 33