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
876
$404K 0.01%
+29,470
877
$403K 0.01%
+5,932
878
$403K 0.01%
+1,774
879
$402K 0.01%
+5,617
880
$402K 0.01%
+6,400
881
$401K 0.01%
+19,404
882
$401K 0.01%
+19,570
883
$397K 0.01%
+7,582
884
$397K 0.01%
+5,571
885
$397K 0.01%
+5,661
886
$397K 0.01%
+10,716
887
$396K 0.01%
+9,219
888
$394K 0.01%
+5,055
889
$394K 0.01%
+12,154
890
$394K 0.01%
+7,080
891
$392K 0.01%
+13,594
892
$390K 0.01%
+3,794
893
$390K 0.01%
+20,868
894
$389K 0.01%
+3,242
895
$388K 0.01%
+8,625
896
$388K 0.01%
+18,481
897
$387K 0.01%
+2,401
898
$387K 0.01%
+11,442
899
$386K 0.01%
+21,078
900
$386K 0.01%
+41,700
34 35
36
37 38