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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
101
$2.4M 0.21%
53,339
+2,589
102
$2.39M 0.21%
80,383
103
$2.31M 0.2%
267,536
+20,200
104
$2.23M 0.19%
45,680
-785
105
$2.21M 0.19%
12,245
+447
106
$2.18M 0.19%
12,122
+1,185
107
$2.16M 0.19%
60,882
-12,264
108
$2.16M 0.19%
42,661
+4,415
109
$2.16M 0.19%
14,220
+142
110
$2.15M 0.19%
53,896
+2,096
111
$2.06M 0.18%
46,100
-244
112
$2.01M 0.17%
218,403
+2,564
113
$2M 0.17%
24,701
-1,702
114
$1.98M 0.17%
11,371
-416
115
$1.98M 0.17%
153,278
+15,624
116
$1.98M 0.17%
195,166
+9,815
117
$1.97M 0.17%
156,969
+4,761
118
$1.97M 0.17%
146,262
-175
119
$1.92M 0.17%
20,623
-35
120
$1.91M 0.16%
20,134
+18
121
$1.89M 0.16%
18,616
-94
122
$1.88M 0.16%
31,618
+17,401
123
$1.87M 0.16%
7,092
-129
124
$1.86M 0.16%
5,352
+194
125
$1.86M 0.16%
45,310
-548
3 4
5
6 7