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
626
$767K 0.02%
+3,510
627
$765K 0.02%
+6,189
628
$765K 0.02%
+1,530
629
$761K 0.02%
+16,441
630
$759K 0.02%
+20,417
631
$757K 0.02%
+22,696
632
$757K 0.02%
+50,100
633
$757K 0.02%
+15,520
634
$754K 0.02%
+18,254
635
$754K 0.02%
+22,022
636
$753K 0.02%
+5,565
637
$752K 0.02%
+15,100
638
$746K 0.02%
+28,746
639
$742K 0.02%
+9,440
640
$740K 0.02%
+10,973
641
$739K 0.02%
+53,608
642
$737K 0.02%
+4,591
643
$734K 0.02%
+1,564
644
$731K 0.02%
+12,140
645
$730K 0.02%
+8,550
646
$729K 0.02%
+19,541
647
$719K 0.02%
+2,399
648
$716K 0.02%
+9,672
649
$714K 0.02%
+3,442
650
$712K 0.02%
+16,971
24 25
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27 28