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
401
$1.6M 0.04%
+9,744
402
$1.6M 0.04%
+8,086
403
$1.6M 0.04%
+71,753
404
$1.59M 0.04%
+89,407
405
$1.58M 0.04%
+15,110
406
$1.57M 0.04%
+10,196
407
$1.57M 0.04%
+46,294
408
$1.57M 0.04%
+30,701
409
$1.56M 0.04%
+249,755
410
$1.56M 0.04%
+12,236
411
$1.56M 0.04%
+22,432
412
$1.55M 0.04%
+58,341
413
$1.53M 0.04%
+42,349
414
$1.53M 0.04%
+23,866
415
$1.52M 0.04%
+16,331
416
$1.52M 0.04%
+15,588
417
$1.52M 0.04%
+13,833
418
$1.52M 0.04%
+36,980
419
$1.52M 0.04%
+73,050
420
$1.51M 0.04%
+40,244
421
$1.51M 0.04%
+41,531
422
$1.5M 0.04%
+22,310
423
$1.49M 0.04%
+26,581
424
$1.48M 0.04%
+3,834
425
$1.47M 0.04%
+17,655
15 16
17
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