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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
776
$19.2K ﹤0.01%
+12,485
777
$11.6K ﹤0.01%
20
778
$5.99K ﹤0.01%
500
779
– –
-78,648
780
– –
-2,290
781
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-10,679
782
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-13,021
783
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-10,820
784
– –
-7,213
785
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-1,300
786
– –
-14,577
787
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-3,985
788
– –
-6,009
789
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-4,652
790
– –
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791
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792
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-2,962
793
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794
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-1,643
795
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-3,000
796
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-12,346
797
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-4,838
798
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-12,315
799
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-2,595
800
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-13,587
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