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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
1
$58.7M 4.85%
330,313
+13,432
2
$46.5M 3.84%
1,579,400
+132,360
3
$42M 3.47%
810,527
+49,209
4
$35.9M 2.97%
+349,588
5
$33.4M 2.76%
200,460
+560
6
$33M 2.73%
98,093
+3,938
7
$26.4M 2.18%
66,374
-76
8
$24.6M 2.03%
69,708
+13,509
9
$20.5M 1.69%
84,784
+58
10
$17.7M 1.47%
37,353
+11,349
11
$13.5M 1.12%
104,610
+16,351
12
$12.9M 1.06%
99,422
+10,312
13
$10M 0.83%
20,996
+2,705
14
$9.91M 0.82%
148,960
-5,720
15
$9.89M 0.82%
174,725
+7,725
16
$9.8M 0.81%
67,720
+4,280
17
$7.91M 0.65%
293,442
+23,559
18
$7.48M 0.62%
13,173
+1,231
19
$7.28M 0.6%
42,587
+6,019
20
$7.27M 0.6%
17,509
+948
21
$7M 0.58%
38,253
-4,000
22
$6.97M 0.58%
32,183
+2,498
23
$6.73M 0.56%
26,498
+826
24
$6.66M 0.55%
46,291
+10,376
25
$6.6M 0.55%
459,355
-2,046
1
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