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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
351
$167K 0.05%
+17,342
352
$166K 0.05%
+16,025
353
$163K 0.05%
+60,232
354
$153K 0.05%
+13,300
355
$148K 0.04%
+13,525
356
$147K 0.04%
+10,829
357
$146K 0.04%
+5,976
358
$146K 0.04%
+10,193
359
$143K 0.04%
+31,600
360
$143K 0.04%
+10,212
361
$142K 0.04%
+19,165
362
$142K 0.04%
+10,059
363
$140K 0.04%
+11,666
364
$137K 0.04%
+19,261
365
$134K 0.04%
+18,403
366
$130K 0.04%
+16,544
367
$129K 0.04%
+30,383
368
$128K 0.04%
+18,920
369
$127K 0.04%
+3,125
370
$126K 0.04%
+17,405
371
$124K 0.04%
+15,148
372
$123K 0.04%
+39,546
373
$123K 0.04%
+10,500
374
$119K 0.04%
+16,926
375
$116K 0.03%
+20,439
13 14
15
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