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
376
$1.79M 0.05%
+67,483
377
$1.78M 0.05%
+3,842
378
$1.77M 0.05%
+67,949
379
$1.77M 0.05%
+20,926
380
$1.75M 0.05%
+77,900
381
$1.75M 0.05%
+13,128
382
$1.75M 0.05%
+8,407
383
$1.74M 0.05%
+17,550
384
$1.74M 0.05%
+7,937
385
$1.74M 0.05%
+35,246
386
$1.7M 0.05%
+126,269
387
$1.69M 0.05%
+203,250
388
$1.69M 0.05%
+22,689
389
$1.68M 0.05%
+11,845
390
$1.68M 0.05%
+52,424
391
$1.67M 0.05%
+57,797
392
$1.66M 0.05%
+74,117
393
$1.66M 0.05%
+17,023
394
$1.64M 0.05%
+16,733
395
$1.63M 0.04%
+24,316
396
$1.63M 0.04%
+54,021
397
$1.61M 0.04%
+24,633
398
$1.61M 0.04%
+14,627
399
$1.61M 0.04%
+46,851
400
$1.6M 0.04%
+50,151
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