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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
101
$2.63M 0.22%
6,727
-749
102
$2.57M 0.21%
18,250
+3,622
103
$2.54M 0.21%
11,433
+3,792
104
$2.53M 0.21%
28,110
+10,345
105
$2.5M 0.21%
18,676
+9,473
106
$2.5M 0.21%
72,333
+5,175
107
$2.49M 0.21%
16,329
+2,694
108
$2.41M 0.2%
30,355
+9,655
109
$2.41M 0.2%
20,567
-937
110
$2.4M 0.2%
23,302
-1,193
111
$2.4M 0.2%
57,473
+29,427
112
$2.4M 0.2%
126,336
+19,782
113
$2.34M 0.19%
74,890
+1,384
114
$2.31M 0.19%
70,602
-7,254
115
$2.31M 0.19%
+119,580
116
$2.27M 0.19%
6,313
+664
117
$2.27M 0.19%
21,198
-1,517
118
$2.23M 0.18%
148,562
+6,866
119
$2.2M 0.18%
19,032
-2,155
120
$2.2M 0.18%
102,216
-7,219
121
$2.17M 0.18%
4,321
+249
122
$2.17M 0.18%
32,612
+84
123
$2.15M 0.18%
39,690
-14,123
124
$2.09M 0.17%
80,545
+40,095
125
$2.08M 0.17%
7,745
+2,746
3 4
5
6 7