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
576
$910K 0.03%
+15,394
577
$900K 0.02%
+11,200
578
$897K 0.02%
+26,256
579
$896K 0.02%
+4,600
580
$892K 0.02%
+20,308
581
$889K 0.02%
+83,891
582
$889K 0.02%
+5,528
583
$888K 0.02%
+2,835
584
$882K 0.02%
+21,268
585
$880K 0.02%
+25,459
586
$880K 0.02%
+26,962
587
$879K 0.02%
+10,900
588
$875K 0.02%
+14,023
589
$872K 0.02%
+35,535
590
$868K 0.02%
+19,169
591
$862K 0.02%
+18,604
592
$860K 0.02%
+40,876
593
$859K 0.02%
+4,074
594
$859K 0.02%
+61,047
595
$858K 0.02%
+30,507
596
$853K 0.02%
+17,229
597
$852K 0.02%
+16,198
598
$841K 0.02%
+17,000
599
$834K 0.02%
+34,724
600
$832K 0.02%
+4,286
22 23
24
25 26