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
$4.17B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.3M
3
+$9.58M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$9.45M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$6.98M

Top Sells

1
+$11.9M
2
+$7.78M
3
+$4.54M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.17M
5
AVGO icon
Broadcom
AVGO
+$4.16M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 4.64%
3 Communication Services 4.51%
4 Financials 4.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.47M 0.08%
47,169
+1,991
227
$3.45M 0.08%
87,116
-259
228
$3.44M 0.08%
73,294
-7,753
229
$3.42M 0.08%
19,143
+8,080
230
$3.42M 0.08%
87,863
-149
231
$3.39M 0.08%
534,266
-704
232
$3.38M 0.08%
23,223
+16,832
233
$3.37M 0.08%
132,170
-4,345
234
$3.36M 0.08%
24,879
+2,213
235
$3.35M 0.08%
72,429
+2,428
236
$3.33M 0.08%
15,085
+497
237
$3.32M 0.08%
128,372
+53,062
238
$3.3M 0.08%
83,376
+3,407
239
$3.3M 0.08%
218,719
-31
240
$3.26M 0.08%
22,394
-635
241
$3.25M 0.08%
22,987
-189
242
$3.25M 0.08%
56,485
-1,605
243
$3.24M 0.08%
38,317
-5,651
244
$3.22M 0.08%
27,229
+11,641
245
$3.21M 0.08%
81,261
+28,267
246
$3.21M 0.08%
13,986
-951
247
$3.2M 0.08%
64,087
-14,677
248
$3.2M 0.08%
526,088
+30,298
249
$3.19M 0.08%
77,467
-292
250
$3.15M 0.08%
15,261
-1,018
8 9
10
11 12