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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
401
$56.4K 0.02%
+11,250
402
$54.9K 0.02%
+517
403
$51.6K 0.02%
+13,577
404
$37.8K 0.01%
+18,000
405
$37.3K 0.01%
+11,500
406
$35.8K 0.01%
+3,375
407
$34.5K 0.01%
+10,000
408
$29.4K 0.01%
+4,205
409
$17.5K 0.01%
+10,000
410
$17.2K 0.01%
+15,673
411
$12.4K ﹤0.01%
+11,952
13 14 15 16
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