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
1251
$216K 0.01%
9,391
+591
1252
$215K 0.01%
8,515
-552
1253
$215K 0.01%
+7,765
1254
$215K 0.01%
+1,149
1255
$213K 0.01%
+5,490
1256
$213K 0.01%
+5,891
1257
$213K 0.01%
+1,127
1258
$213K 0.01%
+11,332
1259
$213K 0.01%
8,885
+199
1260
$212K 0.01%
+5,442
1261
$211K 0.01%
+6,131
1262
$209K 0.01%
+18,388
1263
$209K 0.01%
+1,993
1264
$209K 0.01%
2,927
-1,500
1265
$209K 0.01%
3,052
-2,246
1266
$209K 0.01%
1,200
1267
$209K 0.01%
+25,461
1268
$208K 0.01%
+4,556
1269
$208K 0.01%
+9,265
1270
$208K 0.01%
4,638
1271
$208K 0.01%
+2,091
1272
$207K 0.01%
+273
1273
$207K 0.01%
+2,379
1274
$207K 0.01%
15,422
1275
$206K ﹤0.01%
13,289
+130
49 50
51
52 53