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
201
$3.65M 0.1%
+200,449
202
$3.64M 0.1%
+534,970
203
$3.58M 0.1%
+89,891
204
$3.57M 0.1%
+23,764
205
$3.55M 0.1%
+40,266
206
$3.53M 0.1%
+66,737
207
$3.5M 0.1%
+52,962
208
$3.44M 0.09%
+38,592
209
$3.42M 0.09%
+181,960
210
$3.42M 0.09%
+78,483
211
$3.42M 0.09%
+92,361
212
$3.41M 0.09%
+218,750
213
$3.34M 0.09%
+14,588
214
$3.33M 0.09%
+88,012
215
$3.31M 0.09%
+136,515
216
$3.31M 0.09%
+250,231
217
$3.3M 0.09%
+152,206
218
$3.29M 0.09%
+6,477
219
$3.29M 0.09%
+75,224
220
$3.28M 0.09%
+263,345
221
$3.21M 0.09%
+4,530
222
$3.19M 0.09%
+10,217
223
$3.18M 0.09%
+16,279
224
$3.18M 0.09%
+14,937
225
$3.16M 0.09%
+87,375
7 8
9
10 11