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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
426
$1.19M 0.04%
8,666
-1,983
427
$1.19M 0.04%
14,300
-3,250
428
$1.18M 0.04%
+27,579
429
$1.18M 0.04%
+17,610
430
$1.17M 0.04%
33,436
-885
431
$1.17M 0.04%
96,158
-19,665
432
$1.17M 0.04%
14,952
+9,142
433
$1.17M 0.04%
30,348
-725
434
$1.16M 0.04%
24,353
-295
435
$1.16M 0.04%
3,336
+426
436
$1.16M 0.04%
20,505
+2,527
437
$1.16M 0.04%
23,464
-187
438
$1.16M 0.04%
8,032
-924
439
$1.16M 0.04%
8,810
-458
440
$1.16M 0.04%
58,237
-1,798
441
$1.16M 0.04%
116,707
-13,772
442
$1.15M 0.04%
23,049
+1,505
443
$1.15M 0.04%
8,503
-1,068
444
$1.14M 0.04%
25,802
+9,782
445
$1.14M 0.04%
9,672
+218
446
$1.14M 0.04%
10,336
-539
447
$1.12M 0.04%
30,932
+500
448
$1.12M 0.04%
9,407
+5,839
449
$1.12M 0.04%
5,955
+3,262
450
$1.12M 0.04%
24,670
+6,293
16 17
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