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
1351
$21.9K ﹤0.01%
11,578
1352
$14.7K ﹤0.01%
+10,000
1353
$6.71K ﹤0.01%
10,600
1354
$939 ﹤0.01%
+12,042
1355
– –
-2,500
1356
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-6,218
1357
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-885
1358
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-19,404
1359
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-11,797
1360
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-10,487
1361
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-79,400
1362
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-25,100
1363
– –
-5,411
1364
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-6,158
1365
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-1,222
1366
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-975
1367
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-4,375
1368
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-46,086
1369
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-15,040
1370
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-2,399
1371
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1372
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-10,485
1373
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-1,359
1374
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-36,017
1375
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-17,550
53 54
55
56 57