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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
201
$1.23M 0.1%
+16,624
202
$1.23M 0.1%
21,305
-6,675
203
$1.22M 0.1%
103,464
+2,728
204
$1.21M 0.1%
5,443
+10
205
$1.21M 0.1%
7,310
-250
206
$1.2M 0.1%
2,877
-214
207
$1.19M 0.1%
41,134
+10,581
208
$1.18M 0.1%
105,600
+35,165
209
$1.17M 0.1%
32,515
+600
210
$1.17M 0.09%
+37,750
211
$1.16M 0.09%
18,741
-72
212
$1.15M 0.09%
18,771
+3,131
213
$1.14M 0.09%
81,899
+13
214
$1.14M 0.09%
71,850
+33,270
215
$1.14M 0.09%
20,521
-475
216
$1.14M 0.09%
5,152
+737
217
$1.14M 0.09%
14,677
-1,382
218
$1.14M 0.09%
5,631
+676
219
$1.13M 0.09%
51,100
+5,196
220
$1.13M 0.09%
10,524
+2,469
221
$1.13M 0.09%
+16,703
222
$1.13M 0.09%
82,155
+23,815
223
$1.12M 0.09%
10,482
+5,457
224
$1.11M 0.09%
7,861
+2,157
225
$1.11M 0.09%
4,072
-150
7 8
9
10 11