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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
751
$248K 0.02%
2,348
+235
752
$248K 0.02%
+2,481
753
$248K 0.02%
4,109
-916
754
$247K 0.02%
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755
$246K 0.02%
5,825
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756
$246K 0.02%
12,363
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757
$246K 0.02%
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758
$245K 0.02%
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$243K 0.02%
4,227
-268
760
$242K 0.02%
12,613
-609
761
$241K 0.02%
3,018
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762
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763
$240K 0.02%
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$240K 0.02%
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765
$240K 0.02%
45,148
766
$239K 0.02%
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16,447
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$238K 0.02%
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4,362
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$234K 0.02%
3,713
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772
$234K 0.02%
2,500
773
$233K 0.02%
14,388
-720
774
$232K 0.02%
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775
$231K 0.02%
7,838
29 30
31
32 33