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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
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.3M
3
+$12.7M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$8.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 7.72%
3 Healthcare 5.85%
4 Financials 5.61%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$358K 0.11%
+14,463
227
$357K 0.1%
+27,000
228
$353K 0.1%
+5,630
229
$352K 0.1%
+9,360
230
$350K 0.1%
+13,849
231
$341K 0.1%
+37,529
232
$340K 0.1%
+24,676
233
$339K 0.1%
+10,403
234
$335K 0.1%
+34,250
235
$334K 0.1%
+16,144
236
$334K 0.1%
+1,128
237
$332K 0.1%
+6,944
238
$331K 0.1%
+5,310
239
$328K 0.1%
+5,152
240
$326K 0.1%
+5,802
241
$325K 0.1%
+2,161
242
$323K 0.1%
+19,576
243
$322K 0.09%
+30,437
244
$320K 0.09%
+2,775
245
$319K 0.09%
+5,925
246
$317K 0.09%
+1,921
247
$313K 0.09%
+3,350
248
$311K 0.09%
+3,824
249
$306K 0.09%
+31,731
250
$304K 0.09%
+13,609
8 9
10
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