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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
851
$158K 0.01%
+15,588
852
$157K 0.01%
10,070
-1,500
853
$153K 0.01%
4,498
+42
854
$153K 0.01%
+12,400
855
$151K 0.01%
14,479
+4,146
856
$144K 0.01%
23,870
857
$144K 0.01%
+34,599
858
$139K 0.01%
13,542
859
$136K 0.01%
5,677
+16
860
$127K 0.01%
12,814
+1,969
861
$125K 0.01%
+10,029
862
$120K 0.01%
13,300
+1,000
863
$116K 0.01%
12,608
864
$107K 0.01%
14,122
+3,057
865
$105K 0.01%
27,050
866
$103K 0.01%
20,450
-700
867
$102K 0.01%
10,808
+377
868
$99.3K 0.01%
15,299
-318
869
$93.8K 0.01%
12,150
-2,531
870
$91.3K 0.01%
17,400
+5,564
871
$91K 0.01%
13,280
+80
872
$86.7K 0.01%
13,704
-2,529
873
$84.1K 0.01%
22,360
874
$79.1K 0.01%
17,900
875
$78.3K 0.01%
+11,709
33 34
35
36 37