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
1226
$225K 0.01%
4,700
-300
1227
$225K 0.01%
+7,863
1228
$225K 0.01%
+9,679
1229
$224K 0.01%
+4,655
1230
$224K 0.01%
+4,015
1231
$224K 0.01%
11,050
1232
$224K 0.01%
+4,971
1233
$223K 0.01%
13,844
-7,030
1234
$222K 0.01%
+2,963
1235
$221K 0.01%
2,332
-567
1236
$221K 0.01%
4,710
-1,077
1237
$221K 0.01%
887
-5
1238
$221K 0.01%
+1,535
1239
$221K 0.01%
+7,033
1240
$220K 0.01%
+2,000
1241
$219K 0.01%
+7,638
1242
$219K 0.01%
+1,589
1243
$218K 0.01%
10,866
+279
1244
$218K 0.01%
5,179
-1,035
1245
$217K 0.01%
+2,567
1246
$216K 0.01%
+3,000
1247
$216K 0.01%
16,171
+42
1248
$216K 0.01%
+7,876
1249
$216K 0.01%
8,550
-200
1250
$216K 0.01%
8,705
-299
48 49
50
51 52