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
1251
$147K ﹤0.01%
+19,326
1252
$146K ﹤0.01%
+13,043
1253
$142K ﹤0.01%
+12,728
1254
$138K ﹤0.01%
+20,608
1255
$134K ﹤0.01%
+13,850
1256
$130K ﹤0.01%
+17,938
1257
$128K ﹤0.01%
+11,841
1258
$118K ﹤0.01%
+12,559
1259
$118K ﹤0.01%
+10,000
1260
$116K ﹤0.01%
+17,080
1261
$113K ﹤0.01%
+12,600
1262
$113K ﹤0.01%
+19,173
1263
$111K ﹤0.01%
+10,463
1264
$107K ﹤0.01%
+27,021
1265
$106K ﹤0.01%
+10,872
1266
$103K ﹤0.01%
+11,500
1267
$99.9K ﹤0.01%
+15,250
1268
$98.5K ﹤0.01%
+18,002
1269
$90.4K ﹤0.01%
+17,900
1270
$89.6K ﹤0.01%
+15,400
1271
$83.2K ﹤0.01%
+11,171
1272
$79.3K ﹤0.01%
+18,407
1273
$77.5K ﹤0.01%
+11,738
1274
$76.3K ﹤0.01%
+12,753
1275
$58.8K ﹤0.01%
+11,370
48 49 50
51
52