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
301
$2.66M 0.06%
40,278
-2,584
302
$2.64M 0.06%
60,879
+6,157
303
$2.64M 0.06%
69,754
+12,186
304
$2.62M 0.06%
+160,105
305
$2.62M 0.06%
53,699
+28,247
306
$2.61M 0.06%
66,495
+7,582
307
$2.59M 0.06%
291,544
+41,789
308
$2.59M 0.06%
96,436
+11,434
309
$2.57M 0.06%
8,351
+377
310
$2.56M 0.06%
16,933
+9,112
311
$2.55M 0.06%
15,717
-4,373
312
$2.54M 0.06%
2,664
+1,152
313
$2.53M 0.06%
7,701
+1,768
314
$2.53M 0.06%
30,173
+6,693
315
$2.53M 0.06%
49,317
-1,390
316
$2.52M 0.06%
71,745
-461
317
$2.5M 0.06%
41,180
+1,744
318
$2.49M 0.06%
41,595
-37,038
319
$2.49M 0.06%
35,732
-5,850
320
$2.48M 0.06%
4,163
+55
321
$2.46M 0.06%
104,852
-698
322
$2.45M 0.06%
23,325
+9,232
323
$2.43M 0.06%
30,855
+856
324
$2.42M 0.06%
189,537
-2,031
325
$2.42M 0.06%
+48,559
11 12
13
14 15