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
1101
$256K 0.01%
+8,400
1102
$255K 0.01%
+3,081
1103
$255K 0.01%
+11,695
1104
$254K 0.01%
+8,900
1105
$254K 0.01%
+5,787
1106
$253K 0.01%
+21,206
1107
$251K 0.01%
+97,104
1108
$251K 0.01%
+10,000
1109
$251K 0.01%
+9,124
1110
$251K 0.01%
+3,177
1111
$250K 0.01%
+5,182
1112
$250K 0.01%
+14,045
1113
$248K 0.01%
+10,144
1114
$248K 0.01%
+8,208
1115
$247K 0.01%
+3,950
1116
$247K 0.01%
+8,923
1117
$246K 0.01%
+2,500
1118
$245K 0.01%
+10,675
1119
$245K 0.01%
+5,996
1120
$245K 0.01%
+28,400
1121
$245K 0.01%
+4,970
1122
$245K 0.01%
+5,411
1123
$245K 0.01%
+4,500
1124
$243K 0.01%
+1,438
1125
$242K 0.01%
+3,128
43 44
45
46 47