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
426
$1.47M 0.04%
+11,431
427
$1.46M 0.04%
+12,270
428
$1.46M 0.04%
+105,139
429
$1.46M 0.04%
+2
430
$1.46M 0.04%
+103,696
431
$1.45M 0.04%
+34,149
432
$1.45M 0.04%
+37,236
433
$1.43M 0.04%
+15,458
434
$1.42M 0.04%
+4,192
435
$1.42M 0.04%
+29,848
436
$1.41M 0.04%
+5,708
437
$1.4M 0.04%
+48,116
438
$1.4M 0.04%
+28,362
439
$1.4M 0.04%
+16,960
440
$1.4M 0.04%
+9,926
441
$1.39M 0.04%
+437,487
442
$1.39M 0.04%
+123,137
443
$1.39M 0.04%
+16,084
444
$1.38M 0.04%
+5,575
445
$1.38M 0.04%
+57,895
446
$1.37M 0.04%
+72,065
447
$1.36M 0.04%
+29,799
448
$1.36M 0.04%
+19,890
449
$1.36M 0.04%
+13,944
450
$1.35M 0.04%
+12,864
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