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
276
$2.62M 0.07%
+76,770
277
$2.59M 0.07%
+50,707
278
$2.57M 0.07%
+28,057
279
$2.55M 0.07%
+58,913
280
$2.52M 0.07%
+26,954
281
$2.51M 0.07%
+42,862
282
$2.51M 0.07%
+105,483
283
$2.5M 0.07%
+116,772
284
$2.5M 0.07%
+58,497
285
$2.47M 0.07%
+72,206
286
$2.45M 0.07%
+105,550
287
$2.44M 0.07%
+2,947
288
$2.41M 0.07%
+199,892
289
$2.41M 0.07%
+156,595
290
$2.39M 0.07%
+17,952
291
$2.38M 0.07%
+37,441
292
$2.38M 0.07%
+22,728
293
$2.36M 0.07%
+21,577
294
$2.36M 0.07%
+29,999
295
$2.36M 0.06%
+23,029
296
$2.35M 0.06%
+103,024
297
$2.34M 0.06%
+20,270
298
$2.33M 0.06%
+137,305
299
$2.33M 0.06%
+4,108
300
$2.3M 0.06%
+57,705
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