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
1176
$223K 0.01%
+11,050
1177
$223K 0.01%
+4,329
1178
$222K 0.01%
+5,140
1179
$222K 0.01%
+10,921
1180
$221K 0.01%
+1,420
1181
$221K 0.01%
+4,536
1182
$221K 0.01%
+2,485
1183
$220K 0.01%
+9,485
1184
$220K 0.01%
+3,630
1185
$219K 0.01%
+1,389
1186
$219K 0.01%
+4,600
1187
$218K 0.01%
+22,464
1188
$217K 0.01%
+7,225
1189
$216K 0.01%
+4,159
1190
$216K 0.01%
+1,640
1191
$215K 0.01%
+553
1192
$215K 0.01%
+885
1193
$214K 0.01%
+6,713
1194
$214K 0.01%
+1,344
1195
$214K 0.01%
+7,020
1196
$213K 0.01%
+12,123
1197
$213K 0.01%
+19,818
1198
$212K 0.01%
+7,712
1199
$212K 0.01%
+4,024
1200
$211K 0.01%
+4,698
46 47
48
49 50