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
926
$363K 0.01%
+2,329
927
$363K 0.01%
+2,953
928
$362K 0.01%
+3,632
929
$361K 0.01%
+12,729
930
$361K 0.01%
+2,687
931
$360K 0.01%
+886
932
$360K 0.01%
+9,287
933
$359K 0.01%
+22,222
934
$358K 0.01%
+4,320
935
$358K 0.01%
+18,131
936
$358K 0.01%
+13,837
937
$358K 0.01%
+8,469
938
$357K 0.01%
+22,952
939
$357K 0.01%
+15,266
940
$356K 0.01%
+8,400
941
$356K 0.01%
+5,962
942
$356K 0.01%
+14,833
943
$354K 0.01%
+2,054
944
$354K 0.01%
+9,401
945
$354K 0.01%
+3,380
946
$353K 0.01%
+2,425
947
$352K 0.01%
+8,913
948
$352K 0.01%
+7,020
949
$350K 0.01%
+4,540
950
$349K 0.01%
+1,237
36 37
38
39 40