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
1201
$211K 0.01%
+1,636
1202
$211K 0.01%
+10,587
1203
$211K 0.01%
+6,589
1204
$210K 0.01%
+3,709
1205
$210K 0.01%
+1,367
1206
$210K 0.01%
+4,060
1207
$209K 0.01%
+2,640
1208
$209K 0.01%
+20,475
1209
$209K 0.01%
+8,576
1210
$207K 0.01%
+4,638
1211
$207K 0.01%
+635
1212
$207K 0.01%
+3,728
1213
$206K 0.01%
+1,200
1214
$205K 0.01%
+16,938
1215
$205K 0.01%
+3,014
1216
$205K 0.01%
+42,742
1217
$205K 0.01%
+8,686
1218
$205K 0.01%
+4,628
1219
$205K 0.01%
+1,472
1220
$205K 0.01%
+16,129
1221
$205K 0.01%
+892
1222
$204K 0.01%
+4,825
1223
$204K 0.01%
+3,319
1224
$203K 0.01%
+5,000
1225
$203K 0.01%
+36,017
47 48
49
50 51