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
326
$2.05M 0.06%
+36,330
327
$2.05M 0.06%
+22,544
328
$2.05M 0.06%
+20,344
329
$2.05M 0.06%
+57,568
330
$2.05M 0.06%
+62,681
331
$2.04M 0.06%
+75,859
332
$2.04M 0.06%
+14,739
333
$2.04M 0.06%
+9,199
334
$2.04M 0.06%
+76,146
335
$2.02M 0.06%
+20,017
336
$2.02M 0.06%
+32,962
337
$2.02M 0.06%
+267,193
338
$2.02M 0.06%
+399,109
339
$1.98M 0.05%
+19,807
340
$1.98M 0.05%
+67,936
341
$1.98M 0.05%
+133,053
342
$1.97M 0.05%
+5,749
343
$1.97M 0.05%
+14,514
344
$1.97M 0.05%
+256,802
345
$1.96M 0.05%
+52,994
346
$1.94M 0.05%
+54,993
347
$1.94M 0.05%
+92,536
348
$1.94M 0.05%
+9,098
349
$1.92M 0.05%
+24,802
350
$1.91M 0.05%
+5,933
12 13
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