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
$1.16B
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
801
– –
-27,931
802
– –
-11,497
803
– –
-7,096
804
– –
-12,000
805
– –
-2,727
806
– –
-14,117
807
– –
-23,700
808
– –
-12,400
809
– –
-50,075
810
– –
-11,700
811
– –
-71,651
812
– –
-10,096
813
– –
-21,423
814
– –
-1,793
815
– –
-21,412
816
– –
-26,360
817
– –
-10,034
818
– –
-21,020
819
– –
-10,845
820
– –
-21,334
821
– –
-550
822
– –
-8,325
823
– –
-10,000
824
– –
-10,190
825
– –
-12,101
30 31 32
33
34