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
526
$1.05M 0.03%
+284
527
$1.05M 0.03%
+50,621
528
$1.05M 0.03%
+11,404
529
$1.05M 0.03%
+9,308
530
$1.05M 0.03%
+106,926
531
$1.04M 0.03%
+23,279
532
$1.04M 0.03%
+58,616
533
$1.04M 0.03%
+114,629
534
$1.03M 0.03%
+2,017
535
$1.03M 0.03%
+4,480
536
$1.02M 0.03%
+47,514
537
$1.02M 0.03%
+10,232
538
$1.02M 0.03%
+25,163
539
$1.02M 0.03%
+13,012
540
$1.02M 0.03%
+19,280
541
$1.01M 0.03%
+51,757
542
$1.01M 0.03%
+11,002
543
$1.01M 0.03%
+79,475
544
$1.01M 0.03%
+3,458
545
$1.01M 0.03%
+9,557
546
$999K 0.03%
+68,050
547
$994K 0.03%
+88,366
548
$992K 0.03%
+3,471
549
$988K 0.03%
+24,477
550
$987K 0.03%
+19,311
20 21
22
23 24