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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
826
$204K 0.01%
+4,762
827
$203K 0.01%
2,811
-53
828
$203K 0.01%
1,547
+36
829
$202K 0.01%
13,668
830
$202K 0.01%
36,470
-4,000
831
$202K 0.01%
10,461
+303
832
$202K 0.01%
7,500
+200
833
$201K 0.01%
+9,828
834
$201K 0.01%
8,075
835
$200K 0.01%
61,250
+15,000
836
$200K 0.01%
+7,882
837
$194K 0.01%
17,882
-2,071
838
$190K 0.01%
14,925
+47
839
$186K 0.01%
30,130
+7,932
840
$181K 0.01%
41,000
+2,500
841
$174K 0.01%
25,520
-5,854
842
$171K 0.01%
20,810
+4,540
843
$169K 0.01%
17,552
-3,000
844
$169K 0.01%
19,000
845
$168K 0.01%
+16,215
846
$162K 0.01%
16,977
-2,750
847
$160K 0.01%
21,509
848
$160K 0.01%
+15,071
849
$159K 0.01%
+11,377
850
$159K 0.01%
11,545
-55
32 33
34
35 36