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
376
$2.05M 0.05%
310,845
+54,043
377
$2.05M 0.05%
14,387
-352
378
$2.03M 0.05%
14,523
-6,392
379
$2.03M 0.05%
91,009
-4,144
380
$2.02M 0.05%
372,539
-26,570
381
$2.01M 0.05%
74,660
+7,177
382
$2.01M 0.05%
13,919
-265
383
$2.01M 0.05%
39,957
-2,908
384
$2M 0.05%
4,014
+172
385
$2M 0.05%
70,517
+48,521
386
$1.99M 0.05%
72,201
+4,252
387
$1.99M 0.05%
43,387
-74
388
$1.99M 0.05%
75,361
+1,043
389
$1.98M 0.05%
21,232
-1,078
390
$1.98M 0.05%
5,219
-197
391
$1.97M 0.05%
61,021
-192
392
$1.96M 0.05%
97,033
-84,927
393
$1.96M 0.05%
12,604
+759
394
$1.95M 0.05%
85,573
+13,820
395
$1.94M 0.05%
18,462
+1,729
396
$1.92M 0.05%
32,658
-3,672
397
$1.92M 0.05%
5,535
-214
398
$1.91M 0.05%
60,065
+6,044
399
$1.9M 0.05%
156,003
-98,450
400
$1.9M 0.05%
11,411
+4,750
14 15
16
17 18