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
1151
$233K 0.01%
+8,363
1152
$232K 0.01%
+1,847
1153
$232K 0.01%
+4,375
1154
$232K 0.01%
+4,620
1155
$232K 0.01%
+2,024
1156
$231K 0.01%
+9,004
1157
$231K 0.01%
+10,485
1158
$231K 0.01%
+3,568
1159
$231K 0.01%
+1,305
1160
$230K 0.01%
+471
1161
$229K 0.01%
+6,526
1162
$229K 0.01%
+11,223
1163
$229K 0.01%
+9,067
1164
$229K 0.01%
+1,325
1165
$227K 0.01%
+8,261
1166
$226K 0.01%
+7,639
1167
$226K 0.01%
+422
1168
$226K 0.01%
+8,339
1169
$225K 0.01%
+15,422
1170
$225K 0.01%
+7,658
1171
$225K 0.01%
+1,108
1172
$225K 0.01%
+838
1173
$225K 0.01%
+4,343
1174
$223K 0.01%
+2,981
1175
$223K 0.01%
+8,750
45 46
47
48 49