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
476
$1.26M 0.03%
+32,469
477
$1.26M 0.03%
+15,145
478
$1.25M 0.03%
+11,063
479
$1.25M 0.03%
+21,426
480
$1.25M 0.03%
+3,442
481
$1.24M 0.03%
+25,582
482
$1.23M 0.03%
+1,566
483
$1.23M 0.03%
+4,397
484
$1.22M 0.03%
+6,661
485
$1.21M 0.03%
+2,256
486
$1.2M 0.03%
+54,494
487
$1.2M 0.03%
+9,076
488
$1.2M 0.03%
+35,643
489
$1.2M 0.03%
+25,452
490
$1.19M 0.03%
+3,857
491
$1.19M 0.03%
+23,568
492
$1.19M 0.03%
+13,185
493
$1.19M 0.03%
+39,000
494
$1.19M 0.03%
+39,400
495
$1.19M 0.03%
+56,285
496
$1.18M 0.03%
+15,219
497
$1.17M 0.03%
+35,110
498
$1.17M 0.03%
+4,112
499
$1.17M 0.03%
+5,939
500
$1.17M 0.03%
+42,339
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