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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
201
$1.21M 0.1%
50,250
+1,225
202
$1.2M 0.1%
64,741
+12,760
203
$1.19M 0.1%
+22,946
204
$1.19M 0.1%
15,360
+4,246
205
$1.16M 0.1%
18,980
-218
206
$1.15M 0.1%
74,083
+525
207
$1.15M 0.1%
86,852
+35,824
208
$1.14M 0.1%
61,946
+2,660
209
$1.13M 0.1%
98,526
+26,081
210
$1.13M 0.1%
85,614
+971
211
$1.12M 0.1%
13,085
-394
212
$1.12M 0.1%
15,062
-2,080
213
$1.12M 0.1%
32,610
-390
214
$1.12M 0.1%
204,671
+33,934
215
$1.12M 0.1%
29,500
-1,000
216
$1.11M 0.1%
12,908
-492
217
$1.11M 0.1%
9,813
+1,269
218
$1.1M 0.09%
93,039
+2,432
219
$1.09M 0.09%
72,507
+258
220
$1.09M 0.09%
2,461
+440
221
$1.08M 0.09%
7,696
-540
222
$1.08M 0.09%
19,884
+3,455
223
$1.07M 0.09%
21,526
+2,856
224
$1.07M 0.09%
14,345
+2,104
225
$1.07M 0.09%
28,512
+2,982
7 8
9
10 11