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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
201
$1.28M 0.11%
4,955
+628
202
$1.28M 0.11%
4,626
+3,115
203
$1.27M 0.11%
35,476
+6,484
204
$1.26M 0.1%
14,375
+1,200
205
$1.26M 0.1%
20,996
+7,506
206
$1.26M 0.1%
25,110
-3,206
207
$1.25M 0.1%
6,866
-641
208
$1.23M 0.1%
13,371
-1,630
209
$1.22M 0.1%
+81,886
210
$1.22M 0.1%
75,792
+50,005
211
$1.21M 0.1%
9,408
+1,481
212
$1.21M 0.1%
21,254
213
$1.2M 0.1%
14,155
+3,399
214
$1.19M 0.1%
16,721
-2,103
215
$1.18M 0.1%
24,158
-5,558
216
$1.17M 0.1%
21,664
+4,109
217
$1.17M 0.1%
18,765
-4,113
218
$1.17M 0.1%
14,057
+3,627
219
$1.15M 0.09%
+45,904
220
$1.13M 0.09%
46,154
+12,044
221
$1.13M 0.09%
53,114
-1,393
222
$1.12M 0.09%
5,433
-534
223
$1.12M 0.09%
19,049
+1,480
224
$1.11M 0.09%
10,332
+57
225
$1.11M 0.09%
18,813
+885
7 8
9
10 11