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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
751
$116K 0.01%
24,980
752
$115K 0.01%
+10,900
753
$110K 0.01%
1,488
+37
754
$107K 0.01%
+11,098
755
$99.6K 0.01%
15,225
+177
756
$93.8K 0.01%
17,803
+13
757
$91.2K 0.01%
11,065
+75
758
$90.2K 0.01%
10,400
-1,200
759
$90K 0.01%
3,718
+50
760
$81.3K 0.01%
18,700
761
$80.4K 0.01%
19,700
762
$76K 0.01%
22,360
763
$68.8K 0.01%
13,000
-1,500
764
$68K 0.01%
10,408
765
$60.2K 0.01%
11,228
+11
766
$55.6K ﹤0.01%
11,200
767
$47.4K ﹤0.01%
17,000
768
$46.9K ﹤0.01%
10,728
-12,640
769
$43.5K ﹤0.01%
13,128
-6,700
770
$40.8K ﹤0.01%
586
-17
771
$38K ﹤0.01%
11,350
-700
772
$37K ﹤0.01%
1,599
+170
773
$30.6K ﹤0.01%
34,500
-12,500
774
$29.3K ﹤0.01%
2,890
-270
775
$25.7K ﹤0.01%
11,000
29 30
31
32 33