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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
$1.21B
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
151
$1.66M 0.14%
9,554
+214
152
$1.64M 0.14%
2,893
+88
153
$1.64M 0.14%
34,099
+3,329
154
$1.59M 0.13%
18,758
+1,459
155
$1.58M 0.13%
4,459
+2,132
156
$1.57M 0.13%
20,427
+872
157
$1.56M 0.13%
70,452
+11,151
158
$1.56M 0.13%
+34,230
159
$1.56M 0.13%
56,875
-698
160
$1.56M 0.13%
6,111
+221
161
$1.56M 0.13%
11,584
+5,060
162
$1.55M 0.13%
30,727
-18,397
163
$1.53M 0.13%
42,882
+12,502
164
$1.53M 0.13%
85,337
+2,964
165
$1.53M 0.13%
158,190
+41,985
166
$1.52M 0.13%
29,070
+2,260
167
$1.51M 0.12%
56,108
-3,746
168
$1.49M 0.12%
13,873
-125
169
$1.49M 0.12%
11,211
+2,745
170
$1.47M 0.12%
3,859
+2,756
171
$1.45M 0.12%
142,914
+14,014
172
$1.44M 0.12%
31,915
+4,945
173
$1.44M 0.12%
17,856
+571
174
$1.43M 0.12%
13,510
+8,717
175
$1.43M 0.12%
9,997
+1,633
5 6
7
8 9