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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
176
$1.4M 0.12%
2,610
+120
177
$1.39M 0.12%
6,681
+2,265
178
$1.39M 0.11%
20,214
+319
179
$1.39M 0.11%
7,745
+3,212
180
$1.38M 0.11%
7,560
+2,161
181
$1.38M 0.11%
92,155
+1,675
182
$1.38M 0.11%
62,931
+15,111
183
$1.38M 0.11%
27,365
+13,715
184
$1.37M 0.11%
6,381
-1,660
185
$1.36M 0.11%
19,231
+16,236
186
$1.34M 0.11%
17,777
+163
187
$1.33M 0.11%
+22,576
188
$1.33M 0.11%
11,649
+2,990
189
$1.32M 0.11%
24,886
+7,772
190
$1.32M 0.11%
20,698
+4,542
191
$1.32M 0.11%
4,995
+792
192
$1.31M 0.11%
30,650
+9,819
193
$1.31M 0.11%
127,873
+23,880
194
$1.31M 0.11%
7,837
+287
195
$1.31M 0.11%
27,592
+1,981
196
$1.3M 0.11%
+30,940
197
$1.3M 0.11%
16,059
-1,089
198
$1.29M 0.11%
141,250
+37,991
199
$1.29M 0.11%
23,191
+14,974
200
$1.29M 0.11%
30,835
+8,050
6 7
8
9 10