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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
401
$1.33M 0.04%
27,466
+263
402
$1.31M 0.04%
+40,699
403
$1.31M 0.04%
659
+29
404
$1.31M 0.04%
1,891
-137
405
$1.3M 0.04%
13,137
+3,089
406
$1.3M 0.04%
73,495
-4,595
407
$1.29M 0.04%
5,605
+3,030
408
$1.29M 0.04%
9,847
+899
409
$1.29M 0.04%
6,969
+989
410
$1.28M 0.04%
9,656
-8
411
$1.25M 0.04%
10,934
+1,304
412
$1.25M 0.04%
4,236
-134
413
$1.25M 0.04%
35,737
+10,801
414
$1.25M 0.04%
17,242
-1,928
415
$1.24M 0.04%
28,055
+2,434
416
$1.23M 0.04%
17,188
-1,035
417
$1.23M 0.04%
3,821
+79
418
$1.23M 0.04%
6,938
+4,687
419
$1.22M 0.04%
4,824
-184
420
$1.22M 0.04%
57,221
-136
421
$1.21M 0.04%
135,997
+19,178
422
$1.21M 0.04%
7,213
+2,977
423
$1.2M 0.04%
17,603
-222
424
$1.2M 0.04%
25,915
+3,539
425
$1.2M 0.04%
2,467
-341
15 16
17
18 19