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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
326
$210K 0.06%
+2,727
327
$210K 0.06%
+2,290
328
$209K 0.06%
+4,452
329
$209K 0.06%
+2,089
330
$208K 0.06%
+5,508
331
$208K 0.06%
+6,055
332
$208K 0.06%
+3,625
333
$207K 0.06%
+924
334
$206K 0.06%
+2,493
335
$205K 0.06%
+16,962
336
$204K 0.06%
+67,350
337
$203K 0.06%
+3,730
338
$203K 0.06%
+18,376
339
$202K 0.06%
+2,000
340
$194K 0.06%
+15,254
341
$194K 0.06%
+1,347
342
$192K 0.06%
+10,951
343
$186K 0.05%
+17,000
344
$183K 0.05%
+37,948
345
$182K 0.05%
+60,500
346
$180K 0.05%
+10,360
347
$177K 0.05%
+35,408
348
$175K 0.05%
+61,560
349
$168K 0.05%
+12,317
350
$168K 0.05%
+12,238
12 13
14
15 16