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
176
$3.94M 0.11%
+7,016
177
$3.94M 0.11%
+78,764
178
$3.93M 0.11%
+31,852
179
$3.92M 0.11%
+56,747
180
$3.91M 0.11%
+425,839
181
$3.91M 0.11%
+58,000
182
$3.9M 0.11%
+45,132
183
$3.9M 0.11%
+73,872
184
$3.87M 0.11%
+53,184
185
$3.84M 0.11%
+21,726
186
$3.84M 0.11%
+10,956
187
$3.83M 0.11%
+25,058
188
$3.8M 0.1%
+13,004
189
$3.8M 0.1%
+25,736
190
$3.79M 0.1%
+182,052
191
$3.77M 0.1%
+23,685
192
$3.77M 0.1%
+11,821
193
$3.77M 0.1%
+35,512
194
$3.75M 0.1%
+23,176
195
$3.75M 0.1%
+62,414
196
$3.75M 0.1%
+24,610
197
$3.74M 0.1%
+18,170
198
$3.73M 0.1%
+41,708
199
$3.69M 0.1%
+15,586
200
$3.66M 0.1%
+20,090
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8
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