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
126
$5.68M 0.16%
+46,755
127
$5.6M 0.15%
+56,326
128
$5.52M 0.15%
+177,979
129
$5.5M 0.15%
+146,287
130
$5.46M 0.15%
+178,091
131
$5.45M 0.15%
+54,161
132
$5.42M 0.15%
+41,072
133
$5.41M 0.15%
+7,054
134
$5.39M 0.15%
+77,654
135
$5.33M 0.15%
+130,602
136
$5.29M 0.15%
+25,262
137
$5.28M 0.15%
+262,868
138
$5.14M 0.14%
+46,490
139
$5.05M 0.14%
+153,797
140
$5.01M 0.14%
+126,826
141
$5.01M 0.14%
+136,318
142
$4.95M 0.14%
+22,936
143
$4.94M 0.14%
+18,106
144
$4.92M 0.14%
+113,399
145
$4.83M 0.13%
+9,137
146
$4.81M 0.13%
+287,933
147
$4.76M 0.13%
+56,158
148
$4.74M 0.13%
+43,692
149
$4.71M 0.13%
+85,121
150
$4.7M 0.13%
+244,060
4 5
6
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