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
$1.54B
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
901
– –
-3,694
902
– –
-236,174
903
– –
-763
904
– –
-25,500
905
– –
-3,141
906
– –
-21,269
907
– –
-705
908
– –
-13,948
909
– –
-2,789
910
– –
-27,211
911
– –
-9,845
912
– –
-3,715
913
– –
-1,282
914
– –
-32,560
915
– –
-5,229
916
– –
-46,405
917
– –
-5,394
918
– –
-14,900
919
– –
-1,372
920
– –
-1,492
921
– –
-7,690
922
– –
-4,020
923
– –
-3,132
924
– –
-36,683
925
– –
-297
35 36
37
38 39