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
1201
$238K 0.01%
+1,995
1202
$237K 0.01%
+1,821
1203
$237K 0.01%
+687
1204
$237K 0.01%
5,022
-160
1205
$237K 0.01%
2,770
-311
1206
$236K 0.01%
+4,776
1207
$236K 0.01%
11,223
1208
$236K 0.01%
5,327
-1,693
1209
$235K 0.01%
1,685
-600
1210
$235K 0.01%
+5,332
1211
$235K 0.01%
+6,587
1212
$234K 0.01%
+8,590
1213
$234K 0.01%
5,499
1214
$233K 0.01%
3,457
-173
1215
$233K 0.01%
10,892
-803
1216
$232K 0.01%
1,311
-78
1217
$231K 0.01%
6,880
-980
1218
$231K 0.01%
8,483
-1,661
1219
$230K 0.01%
3,847
-177
1220
$230K 0.01%
4,679
+51
1221
$229K 0.01%
4,500
1222
$228K 0.01%
3,826
-905
1223
$228K 0.01%
5,159
+19
1224
$226K 0.01%
5,065
+240
1225
$226K 0.01%
12,255
+269
47 48
49
50 51