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
176
$4.46M 0.11%
53,027
+9,375
177
$4.46M 0.11%
192,793
-5,032
178
$4.45M 0.11%
53,681
+21,328
179
$4.42M 0.11%
92,739
+14,256
180
$4.4M 0.11%
96,182
+59,202
181
$4.4M 0.11%
235,792
+4,290
182
$4.39M 0.11%
166,063
-34,386
183
$4.38M 0.11%
47,571
+26,645
184
$4.34M 0.1%
23,279
+1,553
185
$4.28M 0.1%
36,584
+1,072
186
$4.18M 0.1%
95,946
-34,656
187
$4.16M 0.1%
191,423
+9,371
188
$4.15M 0.1%
7,303
+287
189
$4.15M 0.1%
47,768
+2,636
190
$4.14M 0.1%
34,528
-4,634
191
$4.1M 0.1%
16,131
+545
192
$4.09M 0.1%
62,062
-352
193
$4.08M 0.1%
239,722
-48,211
194
$4.06M 0.1%
36,687
+30,184
195
$4.04M 0.1%
12,158
+337
196
$4.02M 0.1%
13,233
+229
197
$3.98M 0.1%
178,488
+26,282
198
$3.98M 0.1%
66,434
-60,482
199
$3.95M 0.09%
+70,645
200
$3.92M 0.09%
99,179
+15,587
6 7
8
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