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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
151
$1.63M 0.14%
24,114
-6
152
$1.58M 0.14%
11,654
+5,308
153
$1.58M 0.14%
20,955
-393
154
$1.57M 0.14%
65,272
+23,244
155
$1.57M 0.14%
115,305
-667
156
$1.55M 0.13%
32,531
+2,375
157
$1.55M 0.13%
133,218
+15,917
158
$1.55M 0.13%
21,481
+7,015
159
$1.54M 0.13%
91,550
-6,377
160
$1.54M 0.13%
27,432
+17,291
161
$1.53M 0.13%
10,818
+716
162
$1.52M 0.13%
3,534
-481
163
$1.49M 0.13%
8,130
+590
164
$1.49M 0.13%
104,959
+16,574
165
$1.48M 0.13%
64,964
+4,726
166
$1.42M 0.12%
8,181
+35
167
$1.41M 0.12%
6,988
+165
168
$1.41M 0.12%
8,863
+1,230
169
$1.4M 0.12%
143,286
+27,022
170
$1.39M 0.12%
28,139
-2,933
171
$1.39M 0.12%
27,483
+18,992
172
$1.38M 0.12%
12,323
+175
173
$1.38M 0.12%
56,887
174
$1.38M 0.12%
13,234
-575
175
$1.37M 0.12%
80,284
-8,724
5 6
7
8 9