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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
126
$1.85M 0.16%
28,887
+1,155
127
$1.84M 0.16%
15,828
+576
128
$1.82M 0.16%
19,297
+4,172
129
$1.82M 0.16%
6,857
+181
130
$1.81M 0.16%
67,735
131
$1.8M 0.16%
71,141
-8,486
132
$1.8M 0.16%
3,706
+452
133
$1.78M 0.15%
160,223
+5,537
134
$1.78M 0.15%
74,785
135
$1.77M 0.15%
23,148
+7,602
136
$1.77M 0.15%
42,480
-3,646
137
$1.76M 0.15%
215,299
+5,282
138
$1.75M 0.15%
20,657
-2,496
139
$1.75M 0.15%
5,187
-295
140
$1.74M 0.15%
96,168
-5,042
141
$1.74M 0.15%
58,112
-770
142
$1.73M 0.15%
37,818
-17,923
143
$1.72M 0.15%
20,798
+154
144
$1.71M 0.15%
28,697
+2,130
145
$1.69M 0.15%
89,759
+6,212
146
$1.67M 0.14%
27,131
-4,326
147
$1.67M 0.14%
15,166
-1,147
148
$1.65M 0.14%
31,417
-279
149
$1.65M 0.14%
20,260
+561
150
$1.63M 0.14%
38,870
+14,059
4 5
6
7 8