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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
1
$57.9M 4.71%
331,517
+1,204
2
$47.5M 3.86%
1,741,220
+161,820
3
$40.7M 3.31%
830,359
+19,832
4
$36.1M 2.93%
221,180
+20,720
5
$33.5M 2.72%
355,831
+6,243
6
$32.3M 2.63%
104,780
+6,687
7
$27.4M 2.23%
76,389
+6,681
8
$27M 2.19%
74,343
+7,969
9
$19.5M 1.58%
85,604
+820
10
$19.4M 1.58%
43,054
+5,701
11
$18.1M 1.47%
142,859
+43,437
12
$12M 0.98%
85,900
+18,180
13
$11.4M 0.92%
91,146
-13,464
14
$10.3M 0.84%
163,430
+14,470
15
$10.2M 0.83%
22,545
+1,549
16
$9.6M 0.78%
178,940
+4,215
17
$8.35M 0.68%
14,492
+1,319
18
$8.25M 0.67%
45,644
+3,057
19
$8M 0.65%
304,356
+10,914
20
$7.2M 0.59%
67,265
+22,085
21
$7.1M 0.58%
192,899
+16,730
22
$6.95M 0.56%
45,462
+7,209
23
$6.87M 0.56%
30,994
-1,189
24
$6.87M 0.56%
49,380
+12,520
25
$6.86M 0.56%
446,288
-13,067
1
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