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
$1.54B
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
126
$2.68M 0.17%
6,768
+490
127
$2.68M 0.17%
202,330
+15,828
128
$2.68M 0.17%
18,903
+2,216
129
$2.66M 0.17%
155,811
+7,909
130
$2.61M 0.17%
54,793
+8,815
131
$2.59M 0.17%
172,190
-9,317
132
$2.57M 0.17%
37,337
+2,534
133
$2.56M 0.17%
119,489
-1,142
134
$2.53M 0.16%
31,221
+8,424
135
$2.52M 0.16%
80,541
-191
136
$2.5M 0.16%
17,792
+6,769
137
$2.48M 0.16%
56,720
+5,065
138
$2.46M 0.16%
12,576
-105
139
$2.44M 0.16%
28,270
+3,958
140
$2.44M 0.16%
36,636
+13,568
141
$2.42M 0.16%
264,090
+231,172
142
$2.38M 0.15%
12,573
+3,009
143
$2.34M 0.15%
221,431
+23,010
144
$2.28M 0.15%
25,691
+19,556
145
$2.28M 0.15%
49,616
+5,292
146
$2.28M 0.15%
83,251
+5,650
147
$2.28M 0.15%
85,362
148
$2.27M 0.15%
83,017
-5,417
149
$2.26M 0.15%
21,007
+506
150
$2.25M 0.15%
116,358
+9,701
4 5
6
7 8