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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
251
$302K 0.09%
+22,606
252
$300K 0.09%
+8,008
253
$299K 0.09%
+4,444
254
$299K 0.09%
+17,907
255
$298K 0.09%
+2,411
256
$297K 0.09%
+1,131
257
$297K 0.09%
+7,275
258
$291K 0.09%
+62,630
259
$285K 0.08%
+14,339
260
$285K 0.08%
+5,326
261
$284K 0.08%
+19,377
262
$283K 0.08%
+33,195
263
$283K 0.08%
+22,790
264
$282K 0.08%
+2,063
265
$282K 0.08%
+6,535
266
$281K 0.08%
+2,228
267
$280K 0.08%
+6,070
268
$279K 0.08%
+9,768
269
$278K 0.08%
+9,694
270
$278K 0.08%
+5,751
271
$271K 0.08%
+1,633
272
$271K 0.08%
+22,461
273
$269K 0.08%
+7,410
274
$261K 0.08%
+7,987
275
$258K 0.08%
+8,413