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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
101
$3.26M 0.21%
31,650
+2,316
102
$3.22M 0.21%
25,027
+2,431
103
$3.16M 0.21%
6,199
-139
104
$3.15M 0.21%
62,715
+7,171
105
$3.14M 0.2%
116,573
-12,417
106
$3.12M 0.2%
22,648
+268
107
$3.08M 0.2%
185,344
+49,807
108
$3.06M 0.2%
176,978
+16,857
109
$3.02M 0.2%
41,000
+8,667
110
$3.01M 0.2%
90,623
-5,792
111
$3M 0.2%
79,550
-3,260
112
$2.98M 0.19%
32,686
-4,233
113
$2.97M 0.19%
58,951
+52,237
114
$2.9M 0.19%
301,423
+135,683
115
$2.87M 0.19%
68,612
-27,932
116
$2.85M 0.19%
16,118
-234
117
$2.78M 0.18%
30,252
+9,947
118
$2.76M 0.18%
235,390
-15,528
119
$2.76M 0.18%
47,001
+590
120
$2.74M 0.18%
50,910
+1,677
121
$2.73M 0.18%
73,026
+6,844
122
$2.72M 0.18%
+55,052
123
$2.7M 0.18%
81,323
+6,933
124
$2.69M 0.18%
72,203
-590
125
$2.69M 0.17%
49,715
+9,270
3 4
5
6 7