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
276
$2.89M 0.07%
20,510
+279
277
$2.89M 0.07%
39,336
+540
278
$2.87M 0.07%
54,090
-19,782
279
$2.86M 0.07%
13,445
+4,347
280
$2.84M 0.07%
78,293
+14,633
281
$2.84M 0.07%
21,832
+3,880
282
$2.83M 0.07%
18,740
+7,309
283
$2.82M 0.07%
25,262
+16,971
284
$2.81M 0.07%
131,963
+75,678
285
$2.81M 0.07%
258,402
+10,643
286
$2.8M 0.07%
9,926
+93
287
$2.8M 0.07%
127,439
-4,060
288
$2.79M 0.07%
88,699
+16,634
289
$2.77M 0.07%
44,802
+451
290
$2.77M 0.07%
80,572
+3,164
291
$2.76M 0.07%
25,503
292
$2.76M 0.07%
3,463
-1,067
293
$2.75M 0.07%
26,708
+4,233
294
$2.75M 0.07%
289,682
+10,673
295
$2.74M 0.07%
20,472
-1,992
296
$2.74M 0.07%
2,348
+171
297
$2.73M 0.07%
72,391
-3,447
298
$2.72M 0.07%
41,064
+307
299
$2.71M 0.07%
61,033
-6,979
300
$2.68M 0.06%
13,504
+3,068
10 11
12
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