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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
176
$1.44M 0.12%
28,814
-1,913
177
$1.43M 0.12%
21,309
+1,095
178
$1.43M 0.12%
6,658
+277
179
$1.42M 0.12%
27,088
-9,682
180
$1.41M 0.11%
23,648
+2,950
181
$1.4M 0.11%
8,140
-7,495
182
$1.4M 0.11%
7,562
+881
183
$1.39M 0.11%
29,550
+480
184
$1.38M 0.11%
22,659
-4,464
185
$1.36M 0.11%
13,403
-470
186
$1.34M 0.11%
+20,150
187
$1.34M 0.11%
144,608
+16,735
188
$1.32M 0.11%
14,411
+8,138
189
$1.29M 0.1%
16,523
-1,333
190
$1.28M 0.1%
34,336
-8,546
191
$1.28M 0.1%
11,927
+278
192
$1.28M 0.1%
16,049
-2,709
193
$1.28M 0.1%
6,960
+1,672
194
$1.27M 0.1%
19,147
+2,426
195
$1.27M 0.1%
7,416
+1,011
196
$1.26M 0.1%
9,504
+7,526
197
$1.25M 0.1%
113,935
+41,870
198
$1.25M 0.1%
9,737
+329
199
$1.24M 0.1%
7,849
+12
200
$1.23M 0.1%
54,571
+5,962
6 7
8
9 10