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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
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.07M 0.26%
17,595
-1,520
77
$2.98M 0.26%
39,715
+2,419
78
$2.95M 0.25%
63,049
-4,468
79
$2.93M 0.25%
24,373
-217
80
$2.9M 0.25%
91,861
-4,399
81
$2.89M 0.25%
33,206
+2,797
82
$2.88M 0.25%
5,434
+192
83
$2.84M 0.24%
60,344
+2,825
84
$2.84M 0.24%
204,104
-102,384
85
$2.83M 0.24%
153,634
-3,224
86
$2.8M 0.24%
30,613
+1,466
87
$2.78M 0.24%
47,455
+2,911
88
$2.77M 0.24%
94,100
+1,860
89
$2.75M 0.24%
31,787
+327
90
$2.67M 0.23%
46,272
-613
91
$2.63M 0.23%
40,647
-629
92
$2.57M 0.22%
161,589
+23,581
93
$2.56M 0.22%
77,438
+5,110
94
$2.48M 0.21%
119,005
+29,675
95
$2.47M 0.21%
4,514
+2,636
96
$2.46M 0.21%
61,547
+394
97
$2.45M 0.21%
78,131
-190
98
$2.44M 0.21%
120,988
-4,531
99
$2.41M 0.21%
22,923
-285
100
$2.41M 0.21%
63,428
+51,920
2 3
4
5 6