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
151
$4.61M 0.13%
+43,652
152
$4.6M 0.13%
+13,124
153
$4.59M 0.13%
+550,019
154
$4.57M 0.13%
+47,692
155
$4.55M 0.13%
+45,271
156
$4.55M 0.13%
+197,825
157
$4.54M 0.13%
+20,745
158
$4.52M 0.12%
+368,983
159
$4.5M 0.12%
+96,383
160
$4.49M 0.12%
+49,382
161
$4.48M 0.12%
+78,633
162
$4.43M 0.12%
+35,717
163
$4.39M 0.12%
+82,366
164
$4.38M 0.12%
+92,573
165
$4.35M 0.12%
+83,580
166
$4.31M 0.12%
+132,312
167
$4.27M 0.12%
+231,502
168
$4.26M 0.12%
+39,162
169
$4.2M 0.12%
+145,296
170
$4.16M 0.11%
+44,339
171
$4.14M 0.11%
+28,885
172
$4.03M 0.11%
+43,968
173
$4M 0.11%
+52,772
174
$4M 0.11%
+13,127
175
$3.96M 0.11%
+81,047
5 6
7
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