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
951
$348K 0.01%
+6,701
952
$348K 0.01%
+855
953
$348K 0.01%
+1,994
954
$347K 0.01%
+8,511
955
$347K 0.01%
+4,256
956
$346K 0.01%
+30,173
957
$345K 0.01%
+15,137
958
$344K 0.01%
+384
959
$343K 0.01%
+650
960
$343K 0.01%
+2,493
961
$342K 0.01%
+8,336
962
$342K 0.01%
+9,119
963
$341K 0.01%
+8,900
964
$341K 0.01%
+6,353
965
$341K 0.01%
+8,519
966
$341K 0.01%
+14,303
967
$339K 0.01%
+1,796
968
$338K 0.01%
+3,423
969
$337K 0.01%
+28,800
970
$336K 0.01%
+10,307
971
$335K 0.01%
+22,498
972
$335K 0.01%
+4,204
973
$335K 0.01%
+7,034
974
$334K 0.01%
+28,037
975
$334K 0.01%
+3,207
37 38
39
40 41