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
651
$704K 0.02%
+40,805
652
$703K 0.02%
+6,664
653
$702K 0.02%
+15,446
654
$700K 0.02%
+3,758
655
$699K 0.02%
+12,461
656
$697K 0.02%
+44,231
657
$697K 0.02%
+20,725
658
$694K 0.02%
+144,850
659
$693K 0.02%
+17,132
660
$693K 0.02%
+2,246
661
$691K 0.02%
+17,844
662
$689K 0.02%
+4,379
663
$689K 0.02%
+16,229
664
$686K 0.02%
+31,086
665
$685K 0.02%
+7,206
666
$684K 0.02%
+11,516
667
$682K 0.02%
+13,918
668
$677K 0.02%
+13,021
669
$675K 0.02%
+11,568
670
$673K 0.02%
+14,788
671
$672K 0.02%
+16,126
672
$664K 0.02%
+11,472
673
$664K 0.02%
+12,619
674
$661K 0.02%
+13,500
675
$658K 0.02%
+360
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