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
551
$978K 0.03%
+22,304
552
$974K 0.03%
+92,595
553
$973K 0.03%
+19,389
554
$971K 0.03%
+20,133
555
$968K 0.03%
+11,858
556
$966K 0.03%
+8,399
557
$962K 0.03%
+3,606
558
$962K 0.03%
+49,220
559
$961K 0.03%
+13,356
560
$958K 0.03%
+136,628
561
$956K 0.03%
+7,290
562
$956K 0.03%
+9,316
563
$950K 0.03%
+11,836
564
$949K 0.03%
+19,706
565
$948K 0.03%
+35,790
566
$945K 0.03%
+11,107
567
$935K 0.03%
+110,389
568
$931K 0.03%
+13,220
569
$925K 0.03%
+66,723
570
$924K 0.03%
+4,793
571
$922K 0.03%
+38,960
572
$918K 0.03%
+11,553
573
$913K 0.03%
+25,568
574
$912K 0.03%
+18,136
575
$911K 0.03%
+18,380
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