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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
801
$216K 0.01%
+1,038
802
$216K 0.01%
+843
803
$214K 0.01%
+10,007
804
$214K 0.01%
1,593
-203
805
$214K 0.01%
2,856
+24
806
$213K 0.01%
17,461
807
$212K 0.01%
+8,610
808
$212K 0.01%
23,038
+11,261
809
$212K 0.01%
+1,940
810
$210K 0.01%
3,407
811
$209K 0.01%
+2,210
812
$209K 0.01%
685
-102
813
$208K 0.01%
5,089
814
$208K 0.01%
6,840
+113
815
$208K 0.01%
+2,466
816
$208K 0.01%
16,000
817
$207K 0.01%
6,420
+205
818
$207K 0.01%
2,701
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819
$207K 0.01%
3,617
-1,500
820
$206K 0.01%
+2,276
821
$206K 0.01%
1,820
-54
822
$206K 0.01%
+5,750
823
$205K 0.01%
3,918
-517
824
$204K 0.01%
+3,527
825
$204K 0.01%
2,963
-35
31 32
33
34 35