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
751
$537K 0.01%
+33,985
752
$537K 0.01%
+12,643
753
$536K 0.01%
+5,805
754
$535K 0.01%
+4,422
755
$533K 0.01%
+10,999
756
$532K 0.01%
+4,802
757
$531K 0.01%
+5,653
758
$531K 0.01%
+16,490
759
$529K 0.01%
+2,110
760
$528K 0.01%
+7,755
761
$526K 0.01%
+18,180
762
$523K 0.01%
+22,215
763
$522K 0.01%
+714
764
$521K 0.01%
+5,509
765
$521K 0.01%
+5,883
766
$520K 0.01%
+5,443
767
$519K 0.01%
+6,158
768
$518K 0.01%
+7,231
769
$517K 0.01%
+12,475
770
$513K 0.01%
+8,802
771
$513K 0.01%
+9,827
772
$512K 0.01%
+12,520
773
$510K 0.01%
+6,050
774
$510K 0.01%
+25,100
775
$509K 0.01%
+9,439
29 30
31
32 33