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IFG

Independent Financial Group Portfolio holdings

AUM $5.35B
1-Year Est. Return 43.78%
This Fund
S&P 500
This Quarter Est. Return
-13.87%
1 Year Est. Return
+43.78%
3 Year Est. Return
+138.11%
5 Year Est. Return
+168.49%
10 Year Est. Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$402M
Cap. Flow %
118.21%
Top 10 Hldgs %
25.71%
Holding
411
New
411
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.1M
2
AMZN icon
Amazon
AMZN
+$15.3M
3
MSFT icon
Microsoft
MSFT
+$12.7M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$8.84M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 16.56%
2 Consumer Discretionary 7.72%
3 Healthcare 5.85%
4 Financials 5.61%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWTR
176
DELISTED
Twitter, Inc.
TWTR
$483K 0.14%
+19,648
New +$636K
IGSB icon
177
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$479K 0.14%
+9,148
New +$487K
GD icon
178
General Dynamics
GD
$104B
$478K 0.14%
+3,610
New +$600K
VV icon
179
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$477K 0.14%
+4,024
New +$565K
TWLO icon
180
Twilio
TWLO
$29.5B
$469K 0.14%
+5,246
New +$576K
PDI icon
181
PIMCO Dynamic Income Fund
PDI
$7.45B
$468K 0.14%
+21,175
New +$635K
BWX icon
182
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$464K 0.14%
+16,700
New +$475K
AMED
183
DELISTED
Amedisys
AMED
$459K 0.13%
+2,500
New +$445K
AMT icon
184
American Tower
AMT
$81.7B
$457K 0.13%
+2,098
New +$488K
VCIT icon
185
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$456K 0.13%
+5,237
New +$476K
GE icon
186
GE Aerospace
GE
$391B
$454K 0.13%
+11,469
New +$612K
XLE icon
187
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$452K 0.13%
+31,138
New +$739K
LUMN icon
188
Lumen
LUMN
$6.91B
$452K 0.13%
+47,755
New +$597K
HACK icon
189
Amplify Cybersecurity ETF
HACK
$2.87B
$450K 0.13%
+12,605
New +$509K
XSLV icon
190
Invesco S&P SmallCap Low Volatility ETF
XSLV
$250M
$447K 0.13%
+13,485
New +$614K
KLAC icon
191
KLA
KLAC
$255B
$434K 0.13%
+30,220
New +$487K
CLX icon
192
Clorox
CLX
$12.7B
$433K 0.13%
+2,497
New +$413K
ARR
193
Armour Residential REIT
ARR
$2.33B
$433K 0.13%
+9,819
New +$839K
ZM icon
194
Zoom
ZM
$29.9B
$432K 0.13%
+2,958
New +$292K
APLE icon
195
Apple Hospitality REIT
APLE
$3.91B
$430K 0.13%
+46,859
New +$615K
SPDW icon
196
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$427K 0.13%
+17,849
New +$511K
XYZ
197
Block Inc
XYZ
$50.4B
$424K 0.12%
+8,096
New +$554K
AMLP icon
198
Alerian MLP ETF
AMLP
$12.9B
$423K 0.12%
+24,573
New +$832K
PSI icon
199
Invesco Semiconductors ETF
PSI
$2.47B
$419K 0.12%
+23,115
New +$494K
ENB icon
200
Enbridge
ENB
$117B
$418K 0.12%
+14,359
New +$532K
6 7
8
9 10

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DRZID
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FMWA
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SDIC
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Independent Financial Group's Q1 2020 Portfolio in Review

Q1 2020 is the first quarter with a 13F filing on record for Independent Financial Group, which disclosed 411 positions worth $340M. Its ten largest holdings account for 26% of the portfolio.

Its largest position is Apple: 218,840 shares worth $13.9M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Consumer Discretionary and Healthcare.

  • Independent Financial Group's largest Q1 2020 buy was Apple: 218,840 shares worth $13.9M.
  • Independent Financial Group's ten largest holdings make up 26% of its $340M portfolio in Q1 2020.
  • Independent Financial Group disclosed 411 positions in Q1 2020, its first 13F filing on record.

Based on Independent Financial Group's 13F filing for Q1 2020, filed 15 Jun 2026.