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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
$1.21B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$5.21M
3
+$4.53M
4
NVDA icon
NVIDIA
NVDA
+$3.64M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.07M

Top Sells

1
+$2.04M
2
+$1.58M
3
+$1.29M
4
SPG icon
Simon Property Group
SPG
+$1.1M
5
UPST icon
Upstart Holdings
UPST
+$1M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 8.54%
3 Financials 5.61%
4 Real Estate 3.94%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.11M 0.26%
17,181
-903
77
$3.05M 0.25%
19,762
+9,994
78
$3.01M 0.25%
24,588
+17,827
79
$2.91M 0.24%
18,521
+3,020
80
$2.91M 0.24%
64,849
-168
81
$2.88M 0.24%
30,490
-7,731
82
$2.87M 0.24%
14,280
+1,558
83
$2.85M 0.24%
92,835
+33,542
84
$2.85M 0.24%
110,359
+2,619
85
$2.84M 0.23%
17,573
+3,390
86
$2.84M 0.23%
78,648
-6,060
87
$2.81M 0.23%
54,626
-6,329
88
$2.78M 0.23%
11,420
+486
89
$2.77M 0.23%
19,013
-6,734
90
$2.73M 0.23%
43,106
+10,943
91
$2.73M 0.23%
51,006
-1,692
92
$2.72M 0.22%
7,567
-688
93
$2.72M 0.22%
18,474
+565
94
$2.71M 0.22%
191,142
+10,653
95
$2.68M 0.22%
46,872
+6,600
96
$2.68M 0.22%
23,442
+115
97
$2.67M 0.22%
12,200
-894
98
$2.66M 0.22%
190,000
+4,179
99
$2.66M 0.22%
20,475
+8,760
100
$2.66M 0.22%
105,764
+739
2 3
4
5 6