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
1126
$242K 0.01%
+575
1127
$242K 0.01%
+4,147
1128
$241K 0.01%
+12,900
1129
$241K 0.01%
+7,672
1130
$241K 0.01%
+7,612
1131
$240K 0.01%
+1,788
1132
$240K 0.01%
+4,980
1133
$239K 0.01%
+4,748
1134
$239K 0.01%
+3,669
1135
$239K 0.01%
+2,648
1136
$239K 0.01%
+23,000
1137
$238K 0.01%
+7,850
1138
$238K 0.01%
+9,683
1139
$238K 0.01%
+782
1140
$237K 0.01%
+5,499
1141
$237K 0.01%
+5,809
1142
$236K 0.01%
+4,260
1143
$236K 0.01%
+19,901
1144
$235K 0.01%
+2,233
1145
$235K 0.01%
+3,240
1146
$235K 0.01%
+20,082
1147
$234K 0.01%
+8,629
1148
$234K 0.01%
+466
1149
$234K 0.01%
+9,779
1150
$233K 0.01%
+1,735
44 45
46
47 48