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
501
$1.16M 0.03%
+69,387
502
$1.16M 0.03%
+7,131
503
$1.16M 0.03%
+23,115
504
$1.16M 0.03%
+22,828
505
$1.15M 0.03%
+23,169
506
$1.15M 0.03%
+55,254
507
$1.14M 0.03%
+1,512
508
$1.14M 0.03%
+16,449
509
$1.13M 0.03%
+23,892
510
$1.12M 0.03%
+14,400
511
$1.12M 0.03%
+16,218
512
$1.12M 0.03%
+37,020
513
$1.12M 0.03%
+7,225
514
$1.1M 0.03%
+93,985
515
$1.1M 0.03%
+72,828
516
$1.09M 0.03%
+12,088
517
$1.09M 0.03%
+12,159
518
$1.09M 0.03%
+7,821
519
$1.08M 0.03%
+41,095
520
$1.08M 0.03%
+3,909
521
$1.07M 0.03%
+21,014
522
$1.06M 0.03%
+7,054
523
$1.06M 0.03%
+11,528
524
$1.06M 0.03%
+41,805
525
$1.06M 0.03%
+23,333
19 20
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