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
776
$508K 0.01%
+46,086
777
$507K 0.01%
+26,118
778
$505K 0.01%
+2,630
779
$505K 0.01%
+13,471
780
$505K 0.01%
+18,435
781
$504K 0.01%
+5,104
782
$503K 0.01%
+5,515
783
$503K 0.01%
+10,865
784
$502K 0.01%
+1,877
785
$498K 0.01%
+20,281
786
$496K 0.01%
+44,700
787
$496K 0.01%
+56,632
788
$495K 0.01%
+52,415
789
$494K 0.01%
+3,088
790
$491K 0.01%
+3,347
791
$490K 0.01%
+20,111
792
$490K 0.01%
+2,753
793
$488K 0.01%
+5,863
794
$488K 0.01%
+11,679
795
$486K 0.01%
+21,440
796
$484K 0.01%
+4,912
797
$484K 0.01%
+6,782
798
$483K 0.01%
+11,499
799
$483K 0.01%
+17,698
800
$481K 0.01%
+18,611
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