IFGL

INDEPENDENT FINANCIAL GROUP, LLC Portfolio holdings

AUM $3.34B
1-Year Est. Return 29.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.98%
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
51
$11.2M 0.31%
+381,734
52
$10.7M 0.3%
+46,375
53
$10.7M 0.3%
+75,473
54
$10.4M 0.29%
+28,266
55
$10.3M 0.29%
+411,096
56
$10.2M 0.28%
+318,438
57
$10M 0.28%
+90,542
58
$9.94M 0.27%
+33,733
59
$9.61M 0.26%
+184,862
60
$9.6M 0.26%
+115,752
61
$9.51M 0.26%
+63,545
62
$9.45M 0.26%
+124,987
63
$9.43M 0.26%
+227,184
64
$9.42M 0.26%
+148,459
65
$9.41M 0.26%
+179,744
66
$9.35M 0.26%
+171,744
67
$9.19M 0.25%
+861,696
68
$9.02M 0.25%
+150,276
69
$8.91M 0.25%
+39,341
70
$8.87M 0.24%
+186,447
71
$8.87M 0.24%
+219,070
72
$8.83M 0.24%
+46,803
73
$8.73M 0.24%
+116,606
74
$8.63M 0.24%
+176,534
75
$8.5M 0.23%
+234,694
1 2
3
4 5