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
201
$3.9M 0.09%
203,897
+26,750
202
$3.89M 0.09%
33,817
+12,240
203
$3.87M 0.09%
15,094
+2,816
204
$3.86M 0.09%
72,210
+52,077
205
$3.82M 0.09%
22,844
+4,547
206
$3.82M 0.09%
52,584
-378
207
$3.81M 0.09%
26,605
-349
208
$3.76M 0.09%
22,847
-917
209
$3.74M 0.09%
32,619
-3,098
210
$3.66M 0.09%
23,614
-996
211
$3.65M 0.09%
39,977
+1,385
212
$3.63M 0.09%
126,651
+50,505
213
$3.63M 0.09%
128,478
-16,818
214
$3.63M 0.09%
78,114
+2,890
215
$3.62M 0.09%
26,292
+2,366
216
$3.62M 0.09%
139,974
+34,578
217
$3.62M 0.09%
49,214
-3,970
218
$3.6M 0.09%
288,505
+25,160
219
$3.57M 0.09%
64,053
+51,032
220
$3.54M 0.09%
23,030
-655
221
$3.52M 0.08%
122,648
+109,045
222
$3.49M 0.08%
83,327
+9,128
223
$3.47M 0.08%
99,077
+74,875
224
$3.47M 0.08%
23,353
+3,083
225
$3.47M 0.08%
18,850
+680
7 8
9
10 11