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
451
$1.35M 0.04%
+20,347
452
$1.35M 0.04%
+3,405
453
$1.34M 0.04%
+19,106
454
$1.34M 0.04%
+146,381
455
$1.33M 0.04%
+5,583
456
$1.33M 0.04%
+35,022
457
$1.33M 0.04%
+19,567
458
$1.33M 0.04%
+11,252
459
$1.32M 0.04%
+15,810
460
$1.32M 0.04%
+3,262
461
$1.32M 0.04%
+26,875
462
$1.32M 0.04%
+43,185
463
$1.31M 0.04%
+7,028
464
$1.3M 0.04%
+14,497
465
$1.3M 0.04%
+116,803
466
$1.3M 0.04%
+18,636
467
$1.29M 0.04%
+14,093
468
$1.29M 0.04%
+9,685
469
$1.28M 0.04%
+31,557
470
$1.28M 0.04%
+90,177
471
$1.27M 0.04%
+6,963
472
$1.27M 0.04%
+117,396
473
$1.27M 0.04%
+29,151
474
$1.27M 0.04%
+7,682
475
$1.26M 0.03%
+3,849
17 18
19
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