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
126
$6.28M 0.15%
198,480
+20,389
127
$6.24M 0.15%
902,687
+68,737
128
$6.22M 0.15%
126,685
+30,302
129
$6.18M 0.15%
363,550
+335,345
130
$6.18M 0.15%
+231,780
131
$6.14M 0.15%
63,512
+30,489
132
$6.09M 0.15%
28,230
+2,968
133
$6.07M 0.15%
51,061
-1,047
134
$6.04M 0.15%
46,346
-409
135
$6.03M 0.14%
109,030
-25,323
136
$6.03M 0.14%
105,393
-5,464
137
$6.02M 0.14%
87,983
+10,329
138
$5.9M 0.14%
23,871
+14,814
139
$5.88M 0.14%
288,145
+9,086
140
$5.61M 0.13%
18,732
-377
141
$5.6M 0.13%
38,771
+6,919
142
$5.6M 0.13%
133,244
-3,074
143
$5.52M 0.13%
84,841
+38,235
144
$5.46M 0.13%
54,845
-1,481
145
$5.4M 0.13%
172,557
-5,422
146
$5.36M 0.13%
76,626
+32,428
147
$5.34M 0.13%
275,654
+12,786
148
$5.26M 0.13%
15,810
+2,683
149
$5.13M 0.12%
65,439
-8,019
150
$5.07M 0.12%
36,452
-8,369
4 5
6
7 8