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
351
$2.23M 0.05%
128,910
+118,910
352
$2.23M 0.05%
+63,904
353
$2.21M 0.05%
105,694
+13,158
354
$2.21M 0.05%
56,836
+15,305
355
$2.21M 0.05%
124,106
+18,611
356
$2.21M 0.05%
62,240
-441
357
$2.2M 0.05%
9,767
+297
358
$2.2M 0.05%
7,374
+174
359
$2.2M 0.05%
92,595
-10,429
360
$2.17M 0.05%
3,022
+75
361
$2.16M 0.05%
7,907
+2,199
362
$2.16M 0.05%
192,836
-4,198
363
$2.16M 0.05%
57,938
+233
364
$2.15M 0.05%
264,142
-3,051
365
$2.14M 0.05%
204,572
+1,322
366
$2.14M 0.05%
15,305
+791
367
$2.09M 0.05%
49,722
+2,871
368
$2.09M 0.05%
9,997
-5,769
369
$2.08M 0.05%
9,420
+1,738
370
$2.08M 0.05%
+61,750
371
$2.07M 0.05%
93,600
+20,550
372
$2.07M 0.05%
393,187
-4,628
373
$2.07M 0.05%
20,663
+215
374
$2.07M 0.05%
+63,802
375
$2.07M 0.05%
16,414
+977
13 14
15
16 17