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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
$1.54B
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
151
$2.24M 0.15%
14,074
-1,517
152
$2.24M 0.15%
15,359
+469
153
$2.24M 0.15%
23,716
+971
154
$2.23M 0.15%
24,514
+3,190
155
$2.23M 0.15%
49,180
+8,315
156
$2.22M 0.14%
47,915
-2,643
157
$2.21M 0.14%
44,666
-291
158
$2.2M 0.14%
23,239
+18
159
$2.2M 0.14%
216,874
+4,190
160
$2.2M 0.14%
18,728
-1,222
161
$2.17M 0.14%
13,937
+1,360
162
$2.17M 0.14%
9,439
+1,833
163
$2.15M 0.14%
31,303
+2,871
164
$2.15M 0.14%
29,269
-4,105
165
$2.14M 0.14%
342,123
-3,944
166
$2.14M 0.14%
172,244
-77,824
167
$2.14M 0.14%
46,679
-7,544
168
$2.12M 0.14%
7,888
+4,492
169
$2.11M 0.14%
22,414
+477
170
$2.11M 0.14%
16,610
-485
171
$2.1M 0.14%
157,684
+7,174
172
$2.1M 0.14%
+89,525
173
$2.08M 0.14%
10,687
+3,616
174
$2.07M 0.13%
7,843
-683
175
$2.06M 0.13%
30,116
+2,248
5 6
7
8 9