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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
276
$257K 0.08%
+9,202
277
$256K 0.08%
+9,109
278
$252K 0.07%
+3,317
279
$251K 0.07%
+3,988
280
$251K 0.07%
+10,373
281
$250K 0.07%
+1,635
282
$249K 0.07%
+2,842
283
$246K 0.07%
+3,584
284
$245K 0.07%
+33,397
285
$244K 0.07%
+2,102
286
$242K 0.07%
+6,726
287
$242K 0.07%
+13,609
288
$242K 0.07%
+8,853
289
$241K 0.07%
+7,987
290
$240K 0.07%
+7,994
291
$240K 0.07%
+5,739
292
$240K 0.07%
+2,697
293
$239K 0.07%
+24,657
294
$239K 0.07%
+4,531
295
$235K 0.07%
+9,725
296
$235K 0.07%
+40,893
297
$234K 0.07%
+8,724
298
$234K 0.07%
+3,717
299
$233K 0.07%
+3,922
300
$233K 0.07%
+4,281
10 11
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