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
801
$480K 0.01%
+10,053
802
$480K 0.01%
+11,925
803
$479K 0.01%
+12,274
804
$478K 0.01%
+18,500
805
$475K 0.01%
+16,799
806
$472K 0.01%
+33,086
807
$472K 0.01%
+29,909
808
$468K 0.01%
+1,964
809
$467K 0.01%
+8,048
810
$465K 0.01%
+17,505
811
$464K 0.01%
+8,291
812
$464K 0.01%
+10,322
813
$461K 0.01%
+12,763
814
$458K 0.01%
+5,209
815
$458K 0.01%
+7,641
816
$457K 0.01%
+17,600
817
$455K 0.01%
+3,844
818
$454K 0.01%
+2,622
819
$454K 0.01%
+10,790
820
$453K 0.01%
+11,637
821
$453K 0.01%
+4,928
822
$452K 0.01%
+762
823
$452K 0.01%
+4,644
824
$451K 0.01%
+7,057
825
$451K 0.01%
+7,592
31 32
33
34 35