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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
151
$1.68M 0.14%
+8,994
152
$1.68M 0.14%
89,056
+56,321
153
$1.68M 0.14%
20,201
-410
154
$1.68M 0.14%
3,810
-649
155
$1.66M 0.13%
69,605
+23,451
156
$1.64M 0.13%
110,432
+43,012
157
$1.63M 0.13%
10,120
-830
158
$1.63M 0.13%
103,663
+47,422
159
$1.62M 0.13%
35,331
+4,681
160
$1.62M 0.13%
58,128
+1,152
161
$1.6M 0.13%
102,581
-103,834
162
$1.59M 0.13%
9,472
-82
163
$1.57M 0.13%
74,709
+4,257
164
$1.54M 0.13%
35,930
+1,700
165
$1.54M 0.13%
12,722
+1,511
166
$1.54M 0.13%
105,927
+30,135
167
$1.54M 0.13%
6,900
+789
168
$1.54M 0.12%
20,213
+103
169
$1.51M 0.12%
28,946
+1,354
170
$1.5M 0.12%
137,900
-20,290
171
$1.48M 0.12%
58,708
+2,600
172
$1.46M 0.12%
+10,847
173
$1.46M 0.12%
184,321
+43,071
174
$1.45M 0.12%
21,887
-8,603
175
$1.45M 0.12%
12,295
-1,600
5 6
7
8 9