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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
101
$2.49M 0.2%
22,771
-23,520
102
$2.44M 0.2%
10,724
+1,883
103
$2.43M 0.2%
21,860
+1,385
104
$2.41M 0.2%
4,722
+401
105
$2.39M 0.19%
45,904
-968
106
$2.37M 0.19%
140,344
-15,326
107
$2.35M 0.19%
17,860
-661
108
$2.35M 0.19%
17,138
-1,112
109
$2.32M 0.19%
122,594
+3,014
110
$2.28M 0.19%
9,222
+1,477
111
$2.26M 0.18%
22,359
-943
112
$2.26M 0.18%
17,360
-1,316
113
$2.25M 0.18%
22,307
+1,109
114
$2.21M 0.18%
57,716
+26,746
115
$2.21M 0.18%
32,010
+1,655
116
$2.21M 0.18%
52,135
+5,825
117
$2.18M 0.18%
20,737
+7,227
118
$2.16M 0.18%
41,022
+1,332
119
$2.15M 0.17%
14,044
+2,891
120
$2.13M 0.17%
93,234
-8,982
121
$2.09M 0.17%
20,142
+14,022
122
$2.08M 0.17%
18,869
+1,914
123
$2.08M 0.17%
15,952
-377
124
$2.08M 0.17%
22,833
+146
125
$2.07M 0.17%
115,485
-10,851
3 4
5
6 7