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
1051
$287K 0.01%
+8,223
1052
$287K 0.01%
+1,582
1053
$286K 0.01%
+79,400
1054
$286K 0.01%
+7,442
1055
$285K 0.01%
+1,222
1056
$284K 0.01%
+3,816
1057
$284K 0.01%
+3,735
1058
$284K 0.01%
+3,540
1059
$281K 0.01%
+8,750
1060
$281K 0.01%
+7,095
1061
$280K 0.01%
+28,205
1062
$280K 0.01%
+3,953
1063
$280K 0.01%
+874
1064
$280K 0.01%
+2,248
1065
$279K 0.01%
+5,700
1066
$279K 0.01%
+3,258
1067
$278K 0.01%
+842
1068
$278K 0.01%
+5,133
1069
$278K 0.01%
+11,906
1070
$277K 0.01%
+10,008
1071
$277K 0.01%
+2,899
1072
$276K 0.01%
+12,501
1073
$275K 0.01%
+1,659
1074
$275K 0.01%
+5,311
1075
$275K 0.01%
+4,006
41 42
43
44 45