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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
301
$1.95M 0.06%
39,196
+1,480
302
$1.95M 0.06%
5,876
+1,473
303
$1.94M 0.06%
56,468
+7,791
304
$1.93M 0.06%
1,886
+385
305
$1.93M 0.06%
36,877
-9,376
306
$1.92M 0.06%
24,787
-4,038
307
$1.91M 0.06%
41,282
+3,584
308
$1.91M 0.06%
174,420
-29,030
309
$1.9M 0.06%
56,107
+21,747
310
$1.89M 0.06%
3,305
+269
311
$1.87M 0.06%
45,460
+22,552
312
$1.87M 0.06%
67,428
-12,394
313
$1.86M 0.06%
+80,110
314
$1.86M 0.06%
7,136
-1,488
315
$1.82M 0.06%
24,536
+60
316
$1.81M 0.06%
19,942
-2,181
317
$1.8M 0.06%
86,521
+55,064
318
$1.79M 0.06%
74,401
-17,153
319
$1.77M 0.06%
14,610
-1,452
320
$1.77M 0.06%
17,630
+228
321
$1.75M 0.06%
16,452
-420
322
$1.75M 0.06%
405,438
+217,836
323
$1.74M 0.06%
46,706
-1,587
324
$1.74M 0.06%
45,287
+20,084
325
$1.73M 0.06%
26,315
+2,966
11 12
13
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