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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
176
$2.05M 0.13%
20,505
+4,611
177
$2.03M 0.13%
133,979
+1,886
178
$2.03M 0.13%
6,943
-141
179
$2.02M 0.13%
25,116
+5,406
180
$2.02M 0.13%
66,487
-3,337
181
$2.01M 0.13%
48,145
+16,426
182
$2.01M 0.13%
42,178
-1,830
183
$2M 0.13%
21,964
+18,276
184
$1.99M 0.13%
16,574
+4,640
185
$1.99M 0.13%
204,950
+4,350
186
$1.98M 0.13%
77,776
+3,800
187
$1.96M 0.13%
33,316
+295
188
$1.94M 0.13%
77,857
+2,715
189
$1.94M 0.13%
20,678
+3,862
190
$1.94M 0.13%
326,927
+25,178
191
$1.93M 0.13%
45,978
+3,155
192
$1.9M 0.12%
+96,812
193
$1.89M 0.12%
18,052
+6,038
194
$1.88M 0.12%
97,332
+2,690
195
$1.86M 0.12%
57,624
196
$1.86M 0.12%
44,274
+2,940
197
$1.86M 0.12%
66,721
198
$1.86M 0.12%
21,143
+1,465
199
$1.84M 0.12%
4,759
+1,394
200
$1.82M 0.12%
17,952
+5,222
6 7
8
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