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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
$1.23B
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$5.3M
3
+$5M
4
NVDA icon
NVIDIA
NVDA
+$4.06M
5
PSX icon
Phillips 66
PSX
+$3.23M

Top Sells

1
+$2.84M
2
+$2.81M
3
+$2.5M
4
XOM icon
Exxon Mobil
XOM
+$1.97M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$1.73M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 8.02%
3 Financials 6.37%
4 Real Estate 3.99%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.18M 0.26%
77,190
+2,004
77
$3.17M 0.26%
46,405
-1,690
78
$3.17M 0.26%
40,495
+804
79
$3.13M 0.25%
62,897
+43,586
80
$3.07M 0.25%
233,710
+43,710
81
$3.05M 0.25%
104,692
+94,692
82
$2.98M 0.24%
54,425
-17,500
83
$2.95M 0.24%
19,970
+1,496
84
$2.95M 0.24%
12,213
+11,310
85
$2.94M 0.24%
111,318
+78,652
86
$2.92M 0.24%
151,236
+9,060
87
$2.89M 0.24%
+58,650
88
$2.84M 0.23%
17,429
-3,138
89
$2.8M 0.23%
24,223
+4,185
90
$2.78M 0.23%
14,502
+222
91
$2.75M 0.22%
7,684
+117
92
$2.74M 0.22%
25,238
-8,178
93
$2.7M 0.22%
13,166
+1,733
94
$2.66M 0.22%
62,484
-2,365
95
$2.65M 0.22%
24,582
+1,140
96
$2.6M 0.21%
27,725
+22,550
97
$2.58M 0.21%
107,135
+1,371
98
$2.56M 0.21%
53,346
+2,340
99
$2.55M 0.21%
18,934
-828
100
$2.51M 0.2%
65,470
-5,132
2 3
4
5 6