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
$4.17B
AUM Growth
+$536M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.3M
3
+$9.58M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$9.45M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$6.98M

Top Sells

1
+$11.9M
2
+$7.78M
3
+$4.54M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.17M
5
AVGO icon
Broadcom
AVGO
+$4.16M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 4.64%
3 Communication Services 4.51%
4 Financials 4.38%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.42M 0.06%
19,084
+608
327
$2.4M 0.06%
28,624
+817
328
$2.4M 0.06%
44,763
+6,025
329
$2.4M 0.06%
198,206
-1,686
330
$2.4M 0.06%
26,824
-13,442
331
$2.39M 0.06%
78,534
+980
332
$2.39M 0.06%
109,959
-6,813
333
$2.39M 0.06%
69,933
+12,136
334
$2.39M 0.06%
31,220
+6,587
335
$2.38M 0.06%
70,795
-3,322
336
$2.37M 0.06%
2,450
+109
337
$2.35M 0.06%
47,256
+12,010
338
$2.34M 0.06%
11,919
+2,225
339
$2.33M 0.06%
68,202
+18,051
340
$2.33M 0.06%
+21,055
341
$2.33M 0.06%
149,485
-7,110
342
$2.32M 0.06%
9,231
+32
343
$2.32M 0.06%
120,198
-17,107
344
$2.31M 0.06%
80,912
+70,188
345
$2.3M 0.06%
22,253
+10,725
346
$2.29M 0.06%
133,664
+9,142
347
$2.29M 0.06%
22,226
+1,882
348
$2.29M 0.06%
17,638
+13,929
349
$2.28M 0.05%
20,599
-2,129
350
$2.24M 0.05%
68,668
+2,194
12 13
14
15 16