We are live on ! Find out more
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
126
$2.05M 0.17%
18,342
-930
127
$2.04M 0.17%
73,612
+24,580
128
$2.03M 0.17%
16,365
+4,650
129
$2.03M 0.17%
36,770
+665
130
$2.01M 0.17%
22,687
+121
131
$1.99M 0.16%
46,310
+12,906
132
$1.96M 0.16%
72,745
+8,687
133
$1.93M 0.16%
39,440
+1,912
134
$1.91M 0.16%
39,850
+29,519
135
$1.88M 0.16%
+40,537
136
$1.87M 0.15%
16,955
+2,420
137
$1.87M 0.15%
7,120
+1,190
138
$1.84M 0.15%
10,950
+100
139
$1.83M 0.15%
142,176
+15,170
140
$1.82M 0.15%
11,153
-1,273
141
$1.81M 0.15%
8,841
+4,792
142
$1.8M 0.15%
13,895
+845
143
$1.79M 0.15%
27,123
+9,312
144
$1.76M 0.15%
20,611
+4,408
145
$1.74M 0.14%
56,976
+3,950
146
$1.73M 0.14%
12,307
+1,729
147
$1.73M 0.14%
19,160
+42
148
$1.68M 0.14%
27,980
+2,785
149
$1.66M 0.14%
10,226
+2,473
150
$1.66M 0.14%
20,110
+492
4 5
6
7 8