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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
76
$4.27M 0.28%
308,330
-158,104
77
$4.24M 0.28%
109,043
+11,386
78
$4.18M 0.27%
82,147
+65,275
79
$4.13M 0.27%
24,697
+7,123
80
$4.09M 0.27%
12,222
-233
81
$4.05M 0.26%
48,088
+613
82
$4.03M 0.26%
27,778
+287
83
$4.02M 0.26%
25,842
+1,424
84
$3.99M 0.26%
20,809
+1,189
85
$3.94M 0.26%
133,876
-12,974
86
$3.92M 0.26%
244,481
+104,757
87
$3.83M 0.25%
64,394
+29,300
88
$3.75M 0.24%
59,055
-4,369
89
$3.72M 0.24%
62,730
+3,461
90
$3.68M 0.24%
249,965
+6,005
91
$3.66M 0.24%
59,139
+9,460
92
$3.54M 0.23%
101,191
+1,483
93
$3.52M 0.23%
33,984
-1,281
94
$3.4M 0.22%
507,557
+150,575
95
$3.32M 0.22%
19,602
+880
96
$3.31M 0.22%
63,808
-496
97
$3.3M 0.21%
137,245
+6,689
98
$3.28M 0.21%
81,722
+1,030
99
$3.28M 0.21%
199,690
+1,850
100
$3.27M 0.21%
40,312
+5,780
2 3
4
5 6