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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
326
$1.72M 0.06%
16,161
-1,055
327
$1.72M 0.06%
158,923
-89,211
328
$1.72M 0.06%
13,564
+2,637
329
$1.72M 0.06%
13,895
+3,764
330
$1.72M 0.06%
148,839
-482
331
$1.7M 0.06%
50,013
+39,774
332
$1.7M 0.06%
56,005
-750
333
$1.7M 0.06%
10,441
-1,036
334
$1.7M 0.06%
13,579
+88
335
$1.69M 0.06%
117,619
+5,924
336
$1.69M 0.06%
81,025
-18,056
337
$1.68M 0.06%
14,293
+140
338
$1.65M 0.05%
15,733
+1,784
339
$1.65M 0.05%
108,936
+605
340
$1.65M 0.05%
74,272
+29,457
341
$1.64M 0.05%
70,956
-948
342
$1.63M 0.05%
40,468
+2,569
343
$1.63M 0.05%
20,104
+4,213
344
$1.62M 0.05%
50,753
+3,718
345
$1.62M 0.05%
7,693
-136
346
$1.61M 0.05%
15,550
-6,153
347
$1.59M 0.05%
117,305
-1,308
348
$1.59M 0.05%
17,701
-1,656
349
$1.59M 0.05%
29,723
-2,308
350
$1.58M 0.05%
34,848
-3,539
12 13
14
15 16