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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
201
$1.81M 0.12%
30,765
+1,985
202
$1.8M 0.12%
6,578
+496
203
$1.79M 0.12%
34,649
+3,933
204
$1.79M 0.12%
40,344
+27,796
205
$1.77M 0.11%
13,397
+3,145
206
$1.74M 0.11%
51,435
+27,835
207
$1.69M 0.11%
24,195
+1,871
208
$1.69M 0.11%
24,188
-2,497
209
$1.67M 0.11%
127,969
+16,962
210
$1.66M 0.11%
23,855
+4,198
211
$1.66M 0.11%
21,971
-1,574
212
$1.66M 0.11%
74,900
+7,244
213
$1.65M 0.11%
15,600
-9,014
214
$1.65M 0.11%
177,351
-953
215
$1.64M 0.11%
16,942
+831
216
$1.62M 0.11%
22,942
+5,574
217
$1.62M 0.11%
81,805
+28,010
218
$1.61M 0.1%
33,590
-890
219
$1.6M 0.1%
33,925
+4,402
220
$1.6M 0.1%
311,274
+18,773
221
$1.57M 0.1%
44,156
+13,302
222
$1.56M 0.1%
20,775
-229
223
$1.55M 0.1%
11,088
+6,412
224
$1.54M 0.1%
110,826
-1,720
225
$1.54M 0.1%
15,501
+5,513
7 8
9
10 11