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
$1.23B
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
826
– –
-14,525
827
– –
-5,074
828
– –
-2,589
829
– –
-7,110
830
– –
-5,183
831
– –
-11,798
832
– –
-3,615
833
– –
-10,067
834
– –
-5,521
835
– –
-11,650
836
– –
-25,606
837
– –
-13,502
838
– –
-4,352
839
– –
-8,323
840
– –
-4,261
841
– –
-14,057
842
– –
-4,223
843
– –
-3,889
844
– –
-7,254
845
– –
-4,746
846
– –
-4,434
847
– –
-3,029
848
– –
-27,365
849
– –
-8,100
850
– –
-8,496
31 32 33
34
35