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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
351
$1.57M 0.05%
+40,870
352
$1.56M 0.05%
14,644
+53
353
$1.56M 0.05%
15,567
-394
354
$1.55M 0.05%
40,927
+14,688
355
$1.54M 0.05%
29,084
+6,274
356
$1.54M 0.05%
12,173
+149
357
$1.53M 0.05%
48,745
+24,306
358
$1.53M 0.05%
4,574
+763
359
$1.53M 0.05%
15,759
+906
360
$1.52M 0.05%
91,166
+33,992
361
$1.52M 0.05%
26,805
+5,497
362
$1.52M 0.05%
57,977
+2,055
363
$1.51M 0.05%
45,034
+2,690
364
$1.5M 0.05%
2,632
-110
365
$1.5M 0.05%
60,148
+38,412
366
$1.5M 0.05%
15,194
+3,374
367
$1.5M 0.05%
54,575
+25,891
368
$1.49M 0.05%
43,174
+663
369
$1.49M 0.05%
159,711
+26,102
370
$1.49M 0.05%
74,077
+2,399
371
$1.48M 0.05%
11,210
+351
372
$1.47M 0.05%
17,381
-1,330
373
$1.46M 0.05%
2,815
+17
374
$1.46M 0.05%
24,848
+2,712
375
$1.45M 0.05%
11,561
-1,862
13 14
15
16 17