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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
176
$1.37M 0.12%
10,408
-729
177
$1.36M 0.12%
109,399
-5,647
178
$1.36M 0.12%
217,945
+40,823
179
$1.36M 0.12%
59,764
+3,523
180
$1.35M 0.12%
44,252
-3,574
181
$1.35M 0.12%
23,760
+1,395
182
$1.34M 0.11%
18,546
+2,011
183
$1.33M 0.11%
47,361
+1,292
184
$1.33M 0.11%
32,497
+239
185
$1.32M 0.11%
222,221
-6,294
186
$1.32M 0.11%
10,511
+86
187
$1.31M 0.11%
18,201
+350
188
$1.29M 0.11%
5,399
-234
189
$1.29M 0.11%
20,329
-415
190
$1.29M 0.11%
115,357
-35,420
191
$1.29M 0.11%
225,787
+21,535
192
$1.29M 0.11%
51,962
-185
193
$1.28M 0.11%
113,588
+48
194
$1.27M 0.11%
5,506
+3,958
195
$1.26M 0.11%
13,042
-2,042
196
$1.25M 0.11%
7,961
-34
197
$1.25M 0.11%
6,939
-204
198
$1.24M 0.11%
3,880
+137
199
$1.24M 0.11%
55,758
-17,446
200
$1.21M 0.1%
40,399
-131
6 7
8
9 10