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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
251
$2.33M 0.08%
7,185
+4,764
252
$2.32M 0.08%
83,304
+16,437
253
$2.31M 0.08%
97,939
254
$2.31M 0.08%
29,582
+457
255
$2.3M 0.08%
37,650
+2,382
256
$2.29M 0.08%
5,159
-110
257
$2.29M 0.08%
26,920
+133
258
$2.28M 0.08%
151,068
+15,633
259
$2.28M 0.08%
34,560
-344
260
$2.27M 0.08%
12,120
+1,443
261
$2.26M 0.08%
50,297
+7,908
262
$2.24M 0.07%
+83,601
263
$2.23M 0.07%
22,461
-3,316
264
$2.23M 0.07%
13,626
-468
265
$2.22M 0.07%
207,311
+4,055
266
$2.22M 0.07%
19,205
+3,942
267
$2.21M 0.07%
18,396
-5,202
268
$2.21M 0.07%
37,476
+6,477
269
$2.21M 0.07%
29,207
-15,078
270
$2.21M 0.07%
25,547
-1,738
271
$2.19M 0.07%
111,997
+11,268
272
$2.19M 0.07%
407,368
+96,161
273
$2.18M 0.07%
30,995
+12,522
274
$2.17M 0.07%
86,936
+21,656
275
$2.17M 0.07%
71,868
-62
9 10
11
12 13