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
1176
$248K 0.01%
3,079
+65
1177
$248K 0.01%
7,850
1178
$248K 0.01%
+11,852
1179
$248K 0.01%
1,434
+67
1180
$247K 0.01%
+8,350
1181
$247K 0.01%
1,639
+334
1182
$247K 0.01%
7,672
1183
$246K 0.01%
8,706
+1,048
1184
$245K 0.01%
3,681
+12
1185
$245K 0.01%
1,660
+20
1186
$244K 0.01%
+8,486
1187
$243K 0.01%
3,614
-336
1188
$242K 0.01%
+1,139
1189
$242K 0.01%
1,041
-98
1190
$242K 0.01%
6,526
1191
$241K 0.01%
+5,862
1192
$241K 0.01%
6,139
-8,019
1193
$240K 0.01%
525
-50
1194
$239K 0.01%
2,981
1195
$239K 0.01%
4,329
1196
$239K 0.01%
2,534
+49
1197
$238K 0.01%
+5,501
1198
$238K 0.01%
20,082
1199
$238K 0.01%
491
+20
1200
$238K 0.01%
4,343
46 47
48
49 50