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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
376
$114K 0.03%
+26,815
377
$113K 0.03%
+21,500
378
$110K 0.03%
+14,055
379
$103K 0.03%
+10,639
380
$95.4K 0.03%
+20,732
381
$95.3K 0.03%
+23,085
382
$94.2K 0.03%
+10,700
383
$90.2K 0.03%
+14,439
384
$88.6K 0.03%
+5,400
385
$83.2K 0.02%
+10,250
386
$82.8K 0.02%
+928
387
$82.4K 0.02%
+15,755
388
$80.9K 0.02%
+21,877
389
$79.5K 0.02%
+11,500
390
$77.6K 0.02%
+27,900
391
$77.4K 0.02%
+15,998
392
$76.9K 0.02%
+14,729
393
$76.2K 0.02%
+9,544
394
$74.8K 0.02%
+10,000
395
$73.5K 0.02%
+15,000
396
$72K 0.02%
+10,000
397
$71.6K 0.02%
+13,868
398
$67.3K 0.02%
+16,782
399
$66.2K 0.02%
+10,500
400
$65K 0.02%
+1,930
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