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
676
$658K 0.02%
+3,986
677
$655K 0.02%
+8,212
678
$651K 0.02%
+17,133
679
$651K 0.02%
+20,388
680
$649K 0.02%
+2,804
681
$647K 0.02%
+6,503
682
$637K 0.02%
+79,435
683
$637K 0.02%
+3,438
684
$632K 0.02%
+2,741
685
$632K 0.02%
+19,373
686
$632K 0.02%
+18,850
687
$628K 0.02%
+857
688
$626K 0.02%
+12,733
689
$623K 0.02%
+6,427
690
$620K 0.02%
+2,363
691
$620K 0.02%
+30,306
692
$614K 0.02%
+10,440
693
$614K 0.02%
+6,744
694
$612K 0.02%
+59,666
695
$610K 0.02%
+6,682
696
$610K 0.02%
+13,859
697
$609K 0.02%
+3,563
698
$607K 0.02%
+27,982
699
$605K 0.02%
+2,088
700
$604K 0.02%
+10,313
26 27
28
29 30