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IFG
Independent Financial Group Portfolio holdings
AUM
$5.35B
1-Year Est. Return
43.78%
This Fund
S&P 500
This Quarter
Est. Return
-13.87%
1 Year Est. Return
+43.78%
3 Year Est. Return
+138.11%
5 Year Est. Return
+168.49%
10 Year Est. Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$402M
Cap. Flow
% of AUM
118.21%
Top 10 Holdings %
Top 10 Hldgs %
25.71%
Holding
411
New
411
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$16.1M |
| 2 |
Amazon
AMZN
|
+$15.3M |
| 3 |
Microsoft
MSFT
|
+$12.7M |
| 4 |
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
|
+$10.2M |
| 5 |
NVIDIA
NVDA
|
+$8.84M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.56% |
| 2 | Consumer Discretionary | 7.72% |
| 3 | Healthcare | 5.85% |
| 4 | Financials | 5.61% |
| 5 | Communication Services | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
| $1.44M | 0.42% |
+144,280
| New | +$1.65M |
|
52
iShares Core S&P Small-Cap ETF
IJR
$113B
| $1.43M | 0.42% |
+25,533
| New | +$1.9M |
|
53
WisdomTree International Equity Fund
DWM
$689M
| $1.43M | 0.42% |
+36,267
| New | +$1.74M |
|
54
Intel
INTC
$507B
| $1.42M | 0.42% |
+26,263
| New | +$1.55M |
|
55
JPMorgan Chase
JPM
$958B
| $1.42M | 0.42% |
+15,786
| New | +$1.92M |
|
56
Pfizer
PFE
$145B
| $1.41M | 0.41% |
+45,424
| New | +$1.55M |
|
57
iShares Core S&P US Growth ETF
IUSG
$33.5B
| $1.38M | 0.41% |
+24,241
| New | +$1.6M |
|
58
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $1.36M | 0.4% |
+50,130
| New | +$1.35M |
|
59
Broadcom
AVGO
$1.99T
| $1.35M | 0.4% |
+57,150
| New | +$1.61M |
|
60
CVS Health
CVS
$133B
| $1.35M | 0.4% |
+22,796
| New | +$1.52M |
|
61
Altria Group
MO
$114B
| $1.33M | 0.39% |
+34,438
| New | +$1.53M |
|
62
PepsiCo
PEP
$189B
| $1.33M | 0.39% |
+11,041
| New | +$1.49M |
|
|
OTRK
63
DELISTED
Ontrak
OTRK
| $1.3M | 0.38% |
+949
| New | +$1.32M |
|
64
Bank of America
BAC
$443B
| $1.25M | 0.37% |
+59,050
| New | +$1.77M |
|
65
Merck
MRK
$318B
| $1.23M | 0.36% |
+16,800
| New | +$1.32M |
|
66
Cisco
CSCO
$476B
| $1.23M | 0.36% |
+31,215
| New | +$1.37M |
|
67
iShares Morningstar US Equity ETF
ILCB
$1.31B
| $1.22M | 0.36% |
+33,196
| New | +$1.45M |
|
68
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $1.21M | 0.35% |
+29,996
| New | +$1.37M |
|
69
iShares Biotechnology ETF
IBB
$9.33B
| $1.17M | 0.34% |
+10,827
| New | +$1.25M |
|
70
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
| $1.14M | 0.33% |
+8,537
| New | +$1.1M |
|
71
Johnson & Johnson
JNJ
$611B
| $1.13M | 0.33% |
+8,631
| New | +$1.22M |
|
72
Fortinet
FTNT
$122B
| $1.13M | 0.33% |
+55,685
| New | +$1.19M |
|
73
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $1.11M | 0.33% |
+34,856
| New | +$1.25M |
|
74
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
| $1.08M | 0.32% |
+12,074
| New | +$1.07M |
|
75
Advanced Micro Devices
AMD
$857B
| $1.07M | 0.31% |
+23,461
| New | +$1.13M |
|
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Independent Financial Group's Q1 2020 Portfolio in Review
Q1 2020 is the first quarter with a 13F filing on record for Independent Financial Group, which disclosed 411 positions worth $340M. Its ten largest holdings account for 26% of the portfolio.
Its largest position is Apple: 218,840 shares worth $13.9M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Consumer Discretionary and Healthcare.
- Independent Financial Group's largest Q1 2020 buy was Apple: 218,840 shares worth $13.9M.
- Independent Financial Group's ten largest holdings make up 26% of its $340M portfolio in Q1 2020.
- Independent Financial Group disclosed 411 positions in Q1 2020, its first 13F filing on record.
Based on Independent Financial Group's 13F filing for Q1 2020, filed 15 Jun 2026.