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
351
$1.91M 0.05%
+43,461
352
$1.91M 0.05%
+17,265
353
$1.9M 0.05%
+5,416
354
$1.89M 0.05%
+44,696
355
$1.89M 0.05%
+51,825
356
$1.88M 0.05%
+23,480
357
$1.88M 0.05%
+9,694
358
$1.88M 0.05%
+14,564
359
$1.88M 0.05%
+22,335
360
$1.88M 0.05%
+2,341
361
$1.87M 0.05%
+127,779
362
$1.87M 0.05%
+89,065
363
$1.87M 0.05%
+38,738
364
$1.86M 0.05%
+18,797
365
$1.86M 0.05%
+75,310
366
$1.84M 0.05%
+15,205
367
$1.84M 0.05%
+15,437
368
$1.82M 0.05%
+93,222
369
$1.82M 0.05%
+61,213
370
$1.82M 0.05%
+74,318
371
$1.81M 0.05%
+63,015
372
$1.81M 0.05%
+105,495
373
$1.8M 0.05%
+38,907
374
$1.8M 0.05%
+20,448
375
$1.79M 0.05%
+14,184
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15
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