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
701
$604K 0.02%
+7,267
702
$599K 0.02%
+1,346
703
$599K 0.02%
+24,400
704
$599K 0.02%
+1,924
705
$596K 0.02%
+20,750
706
$595K 0.02%
+3,660
707
$594K 0.02%
+2,474
708
$593K 0.02%
+5,295
709
$592K 0.02%
+6,391
710
$591K 0.02%
+21,996
711
$589K 0.02%
+7,885
712
$584K 0.02%
+15,784
713
$583K 0.02%
+4,039
714
$582K 0.02%
+6,300
715
$581K 0.02%
+8,661
716
$581K 0.02%
+4,735
717
$579K 0.02%
+8,687
718
$578K 0.02%
+13,772
719
$578K 0.02%
+42,300
720
$577K 0.02%
+11,491
721
$576K 0.02%
+46,430
722
$574K 0.02%
+3,419
723
$572K 0.02%
+2,843
724
$571K 0.02%
+6,538
725
$568K 0.02%
+7,296
27 28
29
30 31