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
1076
$274K 0.01%
+12,085
1077
$274K 0.01%
+1,928
1078
$273K 0.01%
+12,704
1079
$273K 0.01%
+2,334
1080
$272K 0.01%
+2,450
1081
$272K 0.01%
+11,797
1082
$272K 0.01%
+10,323
1083
$269K 0.01%
+5,947
1084
$268K 0.01%
+2,213
1085
$268K 0.01%
+2,658
1086
$268K 0.01%
+4,738
1087
$267K 0.01%
+1,577
1088
$264K 0.01%
+5,911
1089
$264K 0.01%
+14,000
1090
$263K 0.01%
+1,139
1091
$263K 0.01%
+2,918
1092
$262K 0.01%
+1,598
1093
$262K 0.01%
+7,920
1094
$260K 0.01%
+6,214
1095
$258K 0.01%
+21,077
1096
$257K 0.01%
+3,395
1097
$257K 0.01%
+8,000
1098
$257K 0.01%
+7,189
1099
$257K 0.01%
+10,000
1100
$256K 0.01%
+7,860
42 43
44
45 46