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
601
$832K 0.02%
+32,600
602
$831K 0.02%
+28,258
603
$830K 0.02%
+39,868
604
$829K 0.02%
+9,509
605
$828K 0.02%
+2,821
606
$828K 0.02%
+10,903
607
$821K 0.02%
+11,439
608
$820K 0.02%
+26,889
609
$817K 0.02%
+17,591
610
$810K 0.02%
+58,924
611
$809K 0.02%
+62,400
612
$802K 0.02%
+10,583
613
$800K 0.02%
+32,824
614
$797K 0.02%
+75,445
615
$796K 0.02%
+27,262
616
$795K 0.02%
+17,272
617
$793K 0.02%
+2,653
618
$792K 0.02%
+3,038
619
$788K 0.02%
+2,926
620
$786K 0.02%
+11,240
621
$780K 0.02%
+6,562
622
$778K 0.02%
+3,276
623
$778K 0.02%
+3,706
624
$775K 0.02%
+16,882
625
$770K 0.02%
+24,202
23 24
25
26 27