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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
376
$1.45M 0.05%
14,964
+9,173
377
$1.45M 0.05%
55,119
+21,180
378
$1.44M 0.05%
+28,376
379
$1.44M 0.05%
16,884
+129
380
$1.44M 0.05%
22,543
-295
381
$1.42M 0.05%
11,282
-1,761
382
$1.42M 0.05%
13,441
-75
383
$1.42M 0.05%
82,213
+5,761
384
$1.42M 0.05%
16,835
-2,697
385
$1.42M 0.05%
27,040
-2,896
386
$1.41M 0.05%
3,685
+1,337
387
$1.41M 0.05%
58,346
+19,772
388
$1.41M 0.05%
15,102
-8,155
389
$1.4M 0.05%
66,333
+3,853
390
$1.39M 0.05%
64,902
-549
391
$1.39M 0.05%
79,409
+5,037
392
$1.37M 0.05%
5,951
-216
393
$1.36M 0.05%
2
+1
394
$1.36M 0.05%
14,706
-234
395
$1.35M 0.05%
30,160
+3,947
396
$1.35M 0.04%
13,059
-279
397
$1.35M 0.04%
45,776
-10,250
398
$1.33M 0.04%
54,831
+3,033
399
$1.33M 0.04%
17,119
+681
400
$1.33M 0.04%
630
-160
14 15
16
17 18