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
251
$3.13M 0.08%
130,780
+25,297
252
$3.13M 0.08%
4,479
-2,575
253
$3.13M 0.08%
101,437
+33,501
254
$3.12M 0.07%
71,201
-18,690
255
$3.11M 0.07%
8,305
+695
256
$3.11M 0.07%
45,650
+627
257
$3.1M 0.07%
6,788
+311
258
$3.1M 0.07%
47,699
+14,737
259
$3.09M 0.07%
47,366
+23,500
260
$3.07M 0.07%
49,881
-2,087
261
$3.07M 0.07%
33,232
-1,942
262
$3.07M 0.07%
31,133
+2,706
263
$3.07M 0.07%
8,992
-1,691
264
$3.07M 0.07%
34,235
+18,151
265
$3.05M 0.07%
58,310
+3,463
266
$3.03M 0.07%
25,346
+2,789
267
$3.02M 0.07%
84,085
+7,315
268
$3M 0.07%
26,932
-1,125
269
$2.99M 0.07%
39,675
-18,325
270
$2.98M 0.07%
17,816
-3,061
271
$2.98M 0.07%
10,940
-1,558
272
$2.94M 0.07%
70,084
-994
273
$2.93M 0.07%
15,481
-99
274
$2.92M 0.07%
54,885
-11,852
275
$2.91M 0.07%
8,415
-1,802
9 10
11
12 13