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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
126
$2.04M 0.17%
19,263
+231
127
$2.01M 0.16%
31,972
-640
128
$2M 0.16%
77,496
+14,565
129
$1.99M 0.16%
9,588
-1,832
130
$1.97M 0.16%
144,859
+52,704
131
$1.96M 0.16%
23,926
+3,499
132
$1.91M 0.16%
21,285
+2,943
133
$1.91M 0.16%
16,138
+3,831
134
$1.89M 0.15%
142,964
+50
135
$1.89M 0.15%
10,760
+3,015
136
$1.88M 0.15%
6,218
-95
137
$1.85M 0.15%
39,303
-547
138
$1.85M 0.15%
16,095
-270
139
$1.84M 0.15%
75,444
-5,101
140
$1.83M 0.15%
4,010
+1,117
141
$1.82M 0.15%
8,873
+1,753
142
$1.81M 0.15%
26,217
+6,986
143
$1.8M 0.15%
55,060
-17,273
144
$1.79M 0.15%
54,199
-2,676
145
$1.77M 0.14%
38,448
-2,089
146
$1.74M 0.14%
29,392
+23,637
147
$1.73M 0.14%
41,259
+1,819
148
$1.7M 0.14%
69,980
-2,765
149
$1.69M 0.14%
101,017
+42,317
150
$1.69M 0.14%
30,328
-12,778
4 5
6
7 8