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
$3.63B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$95.5M
3
+$86.1M
4
AVGO icon
Broadcom
AVGO
+$74.2M
5
MSFT icon
Microsoft
MSFT
+$72.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.32%
2 Financials 5.07%
3 Consumer Discretionary 4.84%
4 Communication Services 4.16%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.13M 0.09%
+70,001
227
$3.12M 0.09%
+45,178
228
$3.12M 0.09%
+10,683
229
$3.11M 0.09%
+83,592
230
$3.1M 0.09%
+177,147
231
$3.1M 0.09%
+20,915
232
$3.09M 0.09%
+77,759
233
$3.08M 0.08%
+12,498
234
$3.07M 0.08%
+23,926
235
$3.07M 0.08%
+15,766
236
$3.06M 0.08%
+22,464
237
$3.05M 0.08%
+20,877
238
$3.04M 0.08%
+39,333
239
$3.04M 0.08%
+79,969
240
$3.03M 0.08%
+58,090
241
$3.02M 0.08%
+35,174
242
$2.99M 0.08%
+68,012
243
$2.95M 0.08%
+41,582
244
$2.95M 0.08%
+12,278
245
$2.93M 0.08%
+74,199
246
$2.92M 0.08%
+22,666
247
$2.89M 0.08%
+51,968
248
$2.89M 0.08%
+495,790
249
$2.88M 0.08%
+40,757
250
$2.88M 0.08%
+44,198
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