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
851
$420K 0.01%
+10,901
852
$419K 0.01%
+2,671
853
$418K 0.01%
+5,022
854
$418K 0.01%
+20,359
855
$417K 0.01%
+21,374
856
$417K 0.01%
+11,041
857
$417K 0.01%
+2,367
858
$417K 0.01%
+29,820
859
$416K 0.01%
+6,500
860
$416K 0.01%
+13,085
861
$415K 0.01%
+8,066
862
$414K 0.01%
+16,351
863
$414K 0.01%
+14,993
864
$414K 0.01%
+7,108
865
$413K 0.01%
+1,870
866
$413K 0.01%
+8,361
867
$412K 0.01%
+13,255
868
$408K 0.01%
+8,213
869
$408K 0.01%
+2,224
870
$408K 0.01%
+4,302
871
$407K 0.01%
+2,470
872
$406K 0.01%
+11,088
873
$406K 0.01%
+1,060
874
$406K 0.01%
+29,245
875
$406K 0.01%
+15,689
33 34
35
36 37