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
76
$8.48M 0.23%
+275,239
77
$8.36M 0.23%
+114,145
78
$8.33M 0.23%
+40,692
79
$8.29M 0.23%
+62,199
80
$8.12M 0.22%
+43,749
81
$8.01M 0.22%
+43,834
82
$7.82M 0.22%
+83,823
83
$7.81M 0.22%
+137,443
84
$7.78M 0.21%
+269,775
85
$7.64M 0.21%
+122,567
86
$7.64M 0.21%
+27,590
87
$7.63M 0.21%
+17,325
88
$7.62M 0.21%
+70,692
89
$7.6M 0.21%
+126,916
90
$7.59M 0.21%
+38,744
91
$7.58M 0.21%
+246,633
92
$7.47M 0.21%
+172,622
93
$7.26M 0.2%
+90,649
94
$7.26M 0.2%
+186,719
95
$7.21M 0.2%
+45,286
96
$7.2M 0.2%
+166,491
97
$7.15M 0.2%
+142,064
98
$7.12M 0.2%
+39,167
99
$7.07M 0.19%
+9,065
100
$7.03M 0.19%
+134,353
2 3
4
5 6