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
301
$2.29M 0.06%
+54,722
302
$2.29M 0.06%
+10,436
303
$2.29M 0.06%
+97,902
304
$2.28M 0.06%
+2,177
305
$2.28M 0.06%
+22,475
306
$2.27M 0.06%
+7,974
307
$2.27M 0.06%
+39,436
308
$2.26M 0.06%
+26,264
309
$2.26M 0.06%
+124,522
310
$2.26M 0.06%
+18,297
311
$2.24M 0.06%
+18,476
312
$2.24M 0.06%
+63,660
313
$2.21M 0.06%
+85,002
314
$2.21M 0.06%
+95,153
315
$2.2M 0.06%
+27,807
316
$2.17M 0.06%
+197,034
317
$2.16M 0.06%
+15,212
318
$2.15M 0.06%
+42,865
319
$2.14M 0.06%
+397,815
320
$2.12M 0.06%
+66,474
321
$2.12M 0.06%
+9,470
322
$2.12M 0.06%
+77,554
323
$2.09M 0.06%
+23,942
324
$2.07M 0.06%
+7,200
325
$2.06M 0.06%
+9,057
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