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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
276
$2.16M 0.07%
243,338
+5,788
277
$2.16M 0.07%
85,160
+2,251
278
$2.16M 0.07%
379,066
+3,881
279
$2.15M 0.07%
42,746
+5,785
280
$2.15M 0.07%
34,553
+1,270
281
$2.15M 0.07%
3,619
+979
282
$2.14M 0.07%
37,285
+18,075
283
$2.12M 0.07%
146,734
+5,560
284
$2.1M 0.07%
62,312
-2,992
285
$2.09M 0.07%
285,987
-15,049
286
$2.08M 0.07%
13,460
-100
287
$2.07M 0.07%
23,542
+2,921
288
$2.06M 0.07%
40,437
+26,913
289
$2.04M 0.07%
26,492
+419
290
$2.04M 0.07%
+96,602
291
$2.03M 0.07%
175,378
+77,900
292
$2.02M 0.07%
63,690
+7,586
293
$2.01M 0.07%
42,034
+4,795
294
$2.01M 0.07%
129,650
+11,550
295
$2.01M 0.07%
8,140
+890
296
$2M 0.07%
9,451
+73
297
$1.99M 0.07%
52,215
-10,574
298
$1.99M 0.07%
9,335
+3,226
299
$1.99M 0.07%
93,020
+12,547
300
$1.97M 0.07%
17,051
+1,541
10 11
12
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