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
1301
$184K ﹤0.01%
16,920
-5,544
1302
$180K ﹤0.01%
+40,000
1303
$177K ﹤0.01%
19,589
+838
1304
$171K ﹤0.01%
24,419
1305
$166K ﹤0.01%
13,117
+636
1306
$166K ﹤0.01%
4,060
+30
1307
$163K ﹤0.01%
14,099
-69,792
1308
$157K ﹤0.01%
13,701
+26
1309
$156K ﹤0.01%
+11,622
1310
$153K ﹤0.01%
+13,164
1311
$151K ﹤0.01%
13,124
+81
1312
$150K ﹤0.01%
18,617
-709
1313
$149K ﹤0.01%
+12,833
1314
$148K ﹤0.01%
3,190
-550
1315
$146K ﹤0.01%
20,212
+4,962
1316
$142K ﹤0.01%
12,669
-59
1317
$138K ﹤0.01%
33,500
+20,000
1318
$138K ﹤0.01%
13,000
-10,000
1319
$137K ﹤0.01%
+10,445
1320
$137K ﹤0.01%
+10,109
1321
$127K ﹤0.01%
10,000
1322
$125K ﹤0.01%
10,238
-6,700
1323
$124K ﹤0.01%
12,875
-7,600
1324
$121K ﹤0.01%
+10,767
1325
$119K ﹤0.01%
13,519
+2,019
51 52
53
54 55