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
976
$333K 0.01%
+6,702
977
$333K 0.01%
+9,538
978
$332K 0.01%
+2,687
979
$331K 0.01%
+8,270
980
$331K 0.01%
+6,295
981
$330K 0.01%
+3,635
982
$330K 0.01%
+24,134
983
$330K 0.01%
+2,477
984
$327K 0.01%
+31,025
985
$327K 0.01%
+125
986
$326K 0.01%
+28,853
987
$325K 0.01%
+4,194
988
$325K 0.01%
+4,731
989
$325K 0.01%
+4,652
990
$325K 0.01%
+3,745
991
$325K 0.01%
+1,316
992
$324K 0.01%
+2,883
993
$324K 0.01%
+3,740
994
$322K 0.01%
+17,625
995
$322K 0.01%
+34,039
996
$322K 0.01%
+2,880
997
$321K 0.01%
+3,438
998
$321K 0.01%
+19,406
999
$321K 0.01%
+3,243
1000
$320K 0.01%
+15,650
38 39
40
41 42