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
1026
$303K 0.01%
+13,426
1027
$302K 0.01%
+7,424
1028
$302K 0.01%
+17,550
1029
$299K 0.01%
+8,050
1030
$298K 0.01%
+18,000
1031
$298K 0.01%
+2,080
1032
$298K 0.01%
+10,724
1033
$298K 0.01%
+4,427
1034
$297K 0.01%
+4,660
1035
$296K 0.01%
+13,207
1036
$296K 0.01%
+8,903
1037
$296K 0.01%
+3,675
1038
$294K 0.01%
+7,819
1039
$294K 0.01%
+2,138
1040
$293K 0.01%
+6,800
1041
$293K 0.01%
+5,871
1042
$293K 0.01%
+4,339
1043
$292K 0.01%
+4,150
1044
$292K 0.01%
+7,189
1045
$292K 0.01%
+5,767
1046
$290K 0.01%
+4,140
1047
$290K 0.01%
+1,299
1048
$289K 0.01%
+2,184
1049
$289K 0.01%
+15,589
1050
$289K 0.01%
+8,097
40 41
42
43 44