IFGL

INDEPENDENT FINANCIAL GROUP, LLC Portfolio holdings

AUM $3.34B
1-Year Est. Return 29.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.98%
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
101
$6.98M 0.19%
+164,676
102
$6.73M 0.19%
+28,201
103
$6.72M 0.19%
+131,674
104
$6.66M 0.18%
+12,248
105
$6.59M 0.18%
+162,068
106
$6.54M 0.18%
+133,293
107
$6.39M 0.18%
+243,099
108
$6.33M 0.17%
+24,600
109
$6.2M 0.17%
+66,093
110
$6.13M 0.17%
+279,059
111
$6.05M 0.17%
+833,950
112
$6.05M 0.17%
+145,488
113
$6.04M 0.17%
+44,821
114
$6.03M 0.17%
+110,857
115
$6M 0.17%
+216,981
116
$6M 0.17%
+19,109
117
$5.96M 0.16%
+54,150
118
$5.96M 0.16%
+175,117
119
$5.95M 0.16%
+73,458
120
$5.94M 0.16%
+15,304
121
$5.94M 0.16%
+52,824
122
$5.9M 0.16%
+48,482
123
$5.87M 0.16%
+79,685
124
$5.74M 0.16%
+33,151
125
$5.69M 0.16%
+52,108
3 4
5
6 7