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IFG
Independent Financial Group Portfolio holdings
AUM
$5.35B
1-Year Est. Return
43.78%
This Fund
S&P 500
This Quarter
Est. Return
-13.87%
1 Year Est. Return
+43.78%
3 Year Est. Return
+138.11%
5 Year Est. Return
+168.49%
10 Year Est. Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$402M
Cap. Flow
% of AUM
118.21%
Top 10 Holdings %
Top 10 Hldgs %
25.71%
Holding
411
New
411
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$16.1M |
| 2 |
Amazon
AMZN
|
+$15.3M |
| 3 |
Microsoft
MSFT
|
+$12.7M |
| 4 |
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
|
+$10.2M |
| 5 |
NVIDIA
NVDA
|
+$8.84M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.56% |
| 2 | Consumer Discretionary | 7.72% |
| 3 | Healthcare | 5.85% |
| 4 | Financials | 5.61% |
| 5 | Communication Services | 5.5% |
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Independent Financial Group's Q1 2020 Portfolio in Review
Q1 2020 is the first quarter with a 13F filing on record for Independent Financial Group, which disclosed 411 positions worth $340M. Its ten largest holdings account for 26% of the portfolio.
Its largest position is Apple: 218,840 shares worth $13.9M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Consumer Discretionary and Healthcare.
- Independent Financial Group's largest Q1 2020 buy was Apple: 218,840 shares worth $13.9M.
- Independent Financial Group's ten largest holdings make up 26% of its $340M portfolio in Q1 2020.
- Independent Financial Group disclosed 411 positions in Q1 2020, its first 13F filing on record.
Based on Independent Financial Group's 13F filing for Q1 2020, filed 15 Jun 2026.