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
1326
$119K ﹤0.01%
23,379
+4,972
1327
$117K ﹤0.01%
11,550
-2,300
1328
$104K ﹤0.01%
15,881
-1,199
1329
$104K ﹤0.01%
10,898
+26
1330
$102K ﹤0.01%
17,651
-1,522
1331
$99.6K ﹤0.01%
3,759
-13,040
1332
$99.3K ﹤0.01%
10,000
-10,000
1333
$93.7K ﹤0.01%
12,299
-1,554
1334
$91.5K ﹤0.01%
11,572
+401
1335
$90.4K ﹤0.01%
17,900
1336
$78.7K ﹤0.01%
14,184
-3,818
1337
$76.6K ﹤0.01%
+32,894
1338
$74.8K ﹤0.01%
11,738
1339
$71.8K ﹤0.01%
10,000
1340
$71K ﹤0.01%
11,753
-1,000
1341
$64.3K ﹤0.01%
11,980
1342
$63.9K ﹤0.01%
15,100
-73,520
1343
$58K ﹤0.01%
10,158
-3,599
1344
$56.7K ﹤0.01%
+52,867
1345
$53.8K ﹤0.01%
14,150
-1,250
1346
$42.1K ﹤0.01%
11,370
1347
$40.5K ﹤0.01%
25,000
1348
$37.4K ﹤0.01%
23,250
1349
$34.2K ﹤0.01%
+15,845
1350
$25.9K ﹤0.01%
1,499
52 53
54
55 56