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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
$3.01B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.61M
3
+$8.58M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$7.91M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$7.01M

Top Sells

1
+$8.71M
2
+$8.2M
3
+$6.31M
4
AHR icon
American Healthcare REIT
AHR
+$5.76M
5
NVDA icon
NVIDIA
NVDA
+$5.57M

Sector Composition

1 Technology 22.3%
2 Financials 6.2%
3 Consumer Discretionary 5.81%
4 Communication Services 3.44%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.65M 0.09%
16,179
+13,950
227
$2.64M 0.09%
43,769
+2,967
228
$2.63M 0.09%
13,250
+83
229
$2.6M 0.09%
54,779
+1,120
230
$2.59M 0.09%
24,324
+1,359
231
$2.58M 0.09%
46,637
+23,878
232
$2.56M 0.09%
28,781
-6,676
233
$2.54M 0.08%
83,211
-10,616
234
$2.52M 0.08%
71,367
+4,419
235
$2.5M 0.08%
28,255
+432
236
$2.49M 0.08%
9,465
+470
237
$2.49M 0.08%
61,669
+7,006
238
$2.48M 0.08%
202,656
+10,774
239
$2.46M 0.08%
46,803
+9,146
240
$2.46M 0.08%
19,920
-141
241
$2.46M 0.08%
21,708
-959
242
$2.45M 0.08%
25,491
+22,924
243
$2.45M 0.08%
40,574
+16,309
244
$2.43M 0.08%
73,135
+7,130
245
$2.43M 0.08%
52,482
+8,300
246
$2.43M 0.08%
22,336
+16,396
247
$2.42M 0.08%
28,315
-1,558
248
$2.39M 0.08%
19,142
+13,574
249
$2.35M 0.08%
8,725
+27
250
$2.34M 0.08%
103,275
+5,289
8 9
10
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