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
1276
$205K ﹤0.01%
+787
1277
$205K ﹤0.01%
+6,933
1278
$205K ﹤0.01%
+2,022
1279
$205K ﹤0.01%
+4,787
1280
$205K ﹤0.01%
+3,802
1281
$204K ﹤0.01%
+2,055
1282
$204K ﹤0.01%
+9,146
1283
$203K ﹤0.01%
+7,904
1284
$203K ﹤0.01%
+1,867
1285
$203K ﹤0.01%
705
-137
1286
$203K ﹤0.01%
+3,045
1287
$202K ﹤0.01%
15,179
1288
$202K ﹤0.01%
+3,411
1289
$202K ﹤0.01%
+2,725
1290
$202K ﹤0.01%
40,442
-2,300
1291
$201K ﹤0.01%
7,195
-10,503
1292
$201K ﹤0.01%
8,445
-24
1293
$200K ﹤0.01%
+1,428
1294
$200K ﹤0.01%
+2,298
1295
$200K ﹤0.01%
+13,978
1296
$199K ﹤0.01%
+21,800
1297
$197K ﹤0.01%
+12,900
1298
$192K ﹤0.01%
30,254
+299
1299
$190K ﹤0.01%
14,455
-78,140
1300
$188K ﹤0.01%
35,800
50 51
52
53 54