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
826
$448K 0.01%
+7,868
827
$445K 0.01%
+1,630
828
$444K 0.01%
+42,233
829
$444K 0.01%
+4,421
830
$444K 0.01%
+7,228
831
$443K 0.01%
+59,958
832
$443K 0.01%
+1,790
833
$442K 0.01%
+4,260
834
$442K 0.01%
+2,787
835
$441K 0.01%
+15,098
836
$441K 0.01%
+88,620
837
$439K 0.01%
+2,973
838
$436K 0.01%
+16,082
839
$434K 0.01%
+11,392
840
$434K 0.01%
+5,864
841
$433K 0.01%
+12,082
842
$433K 0.01%
+1,678
843
$432K 0.01%
+924
844
$430K 0.01%
+24,902
845
$429K 0.01%
+3,315
846
$428K 0.01%
+2,892
847
$428K 0.01%
+17,504
848
$426K 0.01%
+5,237
849
$426K 0.01%
+4,200
850
$424K 0.01%
+16,103
32 33
34
35 36