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
151
$5.03M 0.12%
8,182
-955
152
$5.02M 0.12%
55,918
-240
153
$4.99M 0.12%
106,649
+48,152
154
$4.99M 0.12%
52,409
+8,070
155
$4.97M 0.12%
53,252
+11,544
156
$4.89M 0.12%
140,827
+8,515
157
$4.8M 0.12%
10,740
-1,508
158
$4.8M 0.12%
490,363
+64,524
159
$4.79M 0.11%
259,991
+15,931
160
$4.77M 0.11%
559,436
+9,417
161
$4.74M 0.11%
52,672
-100
162
$4.7M 0.11%
180,425
-66,208
163
$4.7M 0.11%
91,128
-1,445
164
$4.7M 0.11%
25,326
+268
165
$4.69M 0.11%
19,805
+1,699
166
$4.67M 0.11%
34,160
+27,029
167
$4.64M 0.11%
46,100
+829
168
$4.63M 0.11%
145,211
-130,028
169
$4.61M 0.11%
49,220
-162
170
$4.6M 0.11%
29,814
+4,078
171
$4.59M 0.11%
84,908
+2,542
172
$4.58M 0.11%
372,899
+3,916
173
$4.55M 0.11%
113,359
-40
174
$4.53M 0.11%
29,175
+290
175
$4.52M 0.11%
83,474
+55,112
5 6
7
8 9