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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
1
$72M 4.68%
1,654,330
+87,500
2
$65.5M 4.26%
382,311
+7,751
3
$40.3M 2.62%
127,542
+10,170
4
$37.7M 2.45%
105,302
+403
5
$35.3M 2.29%
277,352
+5,551
6
$28.4M 1.85%
113,481
+21,735
7
$26.3M 1.71%
61,585
+2,485
8
$24M 1.56%
113,094
+12,609
9
$18.3M 1.19%
405,342
+59,486
10
$16.1M 1.04%
193,360
+2,860
11
$16M 1.04%
149,443
+12,507
12
$16M 1.04%
121,113
+7,616
13
$14.8M 0.97%
34,581
+6,484
14
$14.5M 0.94%
735,125
+77,404
15
$11.9M 0.78%
145,792
+26,884
16
$11.6M 0.75%
20,469
+1,927
17
$10.7M 0.69%
213,960
+10,450
18
$10.4M 0.67%
209,540
+30,408
19
$10.2M 0.67%
19,046
+7,334
20
$9.27M 0.6%
70,811
-631
21
$8.74M 0.57%
190,120
+61,090
22
$8.52M 0.55%
28,366
+3,355
23
$8.51M 0.55%
49,662
-526
24
$8.37M 0.54%
249,494
+37,431
25
$8.1M 0.53%
68,875
+1,403
1
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