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
1276
$50.9K ﹤0.01%
+23,250
1277
$49.5K ﹤0.01%
+10,000
1278
$48.3K ﹤0.01%
+13,500
1279
$47.5K ﹤0.01%
+13,853
1280
$44.8K ﹤0.01%
+11,980
1281
$40.4K ﹤0.01%
+11,578
1282
$36.9K ﹤0.01%
+13,757
1283
$15.3K ﹤0.01%
+25,000
1284
$13.7K ﹤0.01%
+975
1285
$6.21K ﹤0.01%
+1,499
1286
$3.46K ﹤0.01%
+10,600
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