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
1226
$203K 0.01%
+3,333
1227
$202K 0.01%
+2,300
1228
$202K 0.01%
+8,800
1229
$200K 0.01%
+1,769
1230
$200K 0.01%
+7,051
1231
$200K 0.01%
+15,179
1232
$198K 0.01%
+20,000
1233
$193K 0.01%
+35,800
1234
$186K 0.01%
+13,432
1235
$186K 0.01%
+11,986
1236
$186K 0.01%
+10,487
1237
$185K 0.01%
+4,030
1238
$182K 0.01%
+11,614
1239
$181K 0.01%
+18,751
1240
$179K ﹤0.01%
+8,469
1241
$176K ﹤0.01%
+45,917
1242
$173K ﹤0.01%
+11,817
1243
$170K ﹤0.01%
+22,347
1244
$169K ﹤0.01%
+16,313
1245
$169K ﹤0.01%
+13,159
1246
$166K ﹤0.01%
+13,675
1247
$156K ﹤0.01%
+12,481
1248
$156K ﹤0.01%
+29,955
1249
$155K ﹤0.01%
+24,419
1250
$149K ﹤0.01%
+10,000
48 49
50
51 52