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
901
$386K 0.01%
+6,161
902
$385K 0.01%
+3,364
903
$383K 0.01%
+2,537
904
$382K 0.01%
+28,605
905
$382K 0.01%
+3,541
906
$381K 0.01%
+1,009
907
$380K 0.01%
+13,625
908
$380K 0.01%
+7,561
909
$378K 0.01%
+23,771
910
$378K 0.01%
+3,976
911
$377K 0.01%
+2,187
912
$376K 0.01%
+15,000
913
$376K 0.01%
+7,500
914
$375K 0.01%
+13,603
915
$374K 0.01%
+15,633
916
$373K 0.01%
+5,298
917
$372K 0.01%
+3,077
918
$371K 0.01%
+18,886
919
$371K 0.01%
+1,522
920
$371K 0.01%
+3,809
921
$369K 0.01%
+11,416
922
$368K 0.01%
+2,029
923
$364K 0.01%
+47,274
924
$364K 0.01%
+832
925
$363K 0.01%
+8,795
35 36
37
38 39