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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
301
$229K 0.07%
+10,999
302
$227K 0.07%
+8,322
303
$226K 0.07%
+3,724
304
$226K 0.07%
+7,434
305
$224K 0.07%
+2,414
306
$224K 0.07%
+4,689
307
$224K 0.07%
+2,618
308
$223K 0.07%
+17,648
309
$223K 0.07%
+7,857
310
$223K 0.07%
+12,005
311
$223K 0.07%
+4,133
312
$223K 0.07%
+8,622
313
$223K 0.07%
+39,550
314
$222K 0.07%
+980
315
$221K 0.07%
+7,395
316
$220K 0.06%
+9,041
317
$219K 0.06%
+4,563
318
$217K 0.06%
+15,573
319
$215K 0.06%
+4,493
320
$215K 0.06%
+9,375
321
$214K 0.06%
+12,732
322
$214K 0.06%
+6,624
323
$211K 0.06%
+1,651
324
$211K 0.06%
+2,917
325
$210K 0.06%
+1,042
11 12
13
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