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
726
$566K 0.02%
+5,270
727
$562K 0.02%
+2,575
728
$561K 0.02%
+16,135
729
$558K 0.02%
+2,072
730
$558K 0.02%
+17,451
731
$558K 0.02%
+17,113
732
$557K 0.02%
+12,830
733
$556K 0.02%
+4,135
734
$555K 0.02%
+8,067
735
$553K 0.02%
+2,458
736
$553K 0.02%
+17,930
737
$553K 0.02%
+15,040
738
$552K 0.02%
+13,871
739
$551K 0.02%
+1,754
740
$550K 0.02%
+2,147
741
$548K 0.02%
+280
742
$547K 0.02%
+4,455
743
$546K 0.02%
+21,954
744
$545K 0.02%
+23,245
745
$543K 0.02%
+2,800
746
$542K 0.01%
+8,024
747
$542K 0.01%
+14,158
748
$542K 0.01%
+24,150
749
$539K 0.01%
+1,026
750
$539K 0.01%
+17,995
28 29
30
31 32