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
251
$2.88M 0.08%
+45,023
252
$2.84M 0.08%
+71,078
253
$2.82M 0.08%
+66,590
254
$2.81M 0.08%
+131,499
255
$2.77M 0.08%
+25,503
256
$2.77M 0.08%
+28,427
257
$2.76M 0.08%
+20,231
258
$2.76M 0.08%
+54,847
259
$2.75M 0.08%
+15,580
260
$2.75M 0.08%
+191,568
261
$2.75M 0.08%
+9,833
262
$2.72M 0.08%
+254,453
263
$2.72M 0.07%
+7,610
264
$2.71M 0.07%
+38,796
265
$2.71M 0.07%
+77,408
266
$2.7M 0.07%
+105,396
267
$2.69M 0.07%
+33,023
268
$2.69M 0.07%
+22,557
269
$2.68M 0.07%
+32,353
270
$2.68M 0.07%
+75,838
271
$2.67M 0.07%
+279,009
272
$2.65M 0.07%
+247,759
273
$2.64M 0.07%
+46,606
274
$2.64M 0.07%
+105,200
275
$2.63M 0.07%
+44,351
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