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
1001
$319K 0.01%
+3,310
1002
$318K 0.01%
+29,113
1003
$318K 0.01%
+2,285
1004
$318K 0.01%
+3,008
1005
$318K 0.01%
+9,592
1006
$318K 0.01%
+2,154
1007
$317K 0.01%
+2,626
1008
$316K 0.01%
+2,646
1009
$316K 0.01%
+5,300
1010
$315K 0.01%
+4,330
1011
$314K 0.01%
+20,874
1012
$312K 0.01%
+6,469
1013
$312K 0.01%
+11,393
1014
$310K 0.01%
+2,058
1015
$309K 0.01%
+1,862
1016
$308K 0.01%
+14,227
1017
$307K 0.01%
+3,798
1018
$306K 0.01%
+6,913
1019
$306K 0.01%
+5,705
1020
$305K 0.01%
+6,218
1021
$304K 0.01%
+12,386
1022
$304K 0.01%
+2,397
1023
$304K 0.01%
+11,371
1024
$303K 0.01%
+1,359
1025
$303K 0.01%
+6,335
39 40
41
42 43