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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
876
$76.7K 0.01%
11,400
877
$73.6K ﹤0.01%
10,421
+50
878
$67.4K ﹤0.01%
10,450
-100
879
$64.7K ﹤0.01%
+948
880
$62.1K ﹤0.01%
10,704
881
$58.5K ﹤0.01%
10,700
882
$56K ﹤0.01%
12,500
-1,100
883
$55.1K ﹤0.01%
14,734
-72
884
$54.7K ﹤0.01%
11,200
885
$51.4K ﹤0.01%
16,800
886
$48.8K ﹤0.01%
10,001
-324
887
$32.7K ﹤0.01%
1,161
+161
888
$31.4K ﹤0.01%
+19,900
889
$25.9K ﹤0.01%
18,238
-3,385
890
$25.7K ﹤0.01%
15,650
+3,000
891
$24.3K ﹤0.01%
11,500
+1,500
892
$22.3K ﹤0.01%
1,213
-2,560
893
$14.2K ﹤0.01%
18,252
894
$12.9K ﹤0.01%
10,900
895
$11.9K ﹤0.01%
+12,035
896
$10.1K ﹤0.01%
+20,606
897
$7.97K ﹤0.01%
1,024
-1,080
898
$3.88K ﹤0.01%
10,600
899
– –
-118,450
900
– –
-5,892
34 35
36
37 38