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
401
$1.9M 0.05%
23,178
+10,559
402
$1.9M 0.05%
11,951
+2,025
403
$1.88M 0.05%
176,964
+32,114
404
$1.87M 0.04%
13,965
+21
405
$1.86M 0.04%
110,965
+41,578
406
$1.86M 0.04%
49,583
-5,410
407
$1.84M 0.04%
14,838
+274
408
$1.84M 0.04%
25,149
-31,598
409
$1.84M 0.04%
139,947
-110,284
410
$1.84M 0.04%
8,586
+649
411
$1.83M 0.04%
73,960
-1,899
412
$1.83M 0.04%
17,669
+646
413
$1.82M 0.04%
5,610
+2,775
414
$1.82M 0.04%
47,010
-45,351
415
$1.81M 0.04%
17,028
+1,918
416
$1.81M 0.04%
52,897
-2,357
417
$1.79M 0.04%
38,391
-516
418
$1.79M 0.04%
23,697
+1,265
419
$1.78M 0.04%
+37,521
420
$1.77M 0.04%
51,014
-811
421
$1.76M 0.04%
24,320
+4
422
$1.76M 0.04%
17,561
-1,236
423
$1.76M 0.04%
124,502
-1,767
424
$1.76M 0.04%
128,364
+585
425
$1.76M 0.04%
18,442
-5,500
15 16
17
18 19