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
426
$1.75M 0.04%
5,175
-7,949
427
$1.75M 0.04%
35,350
+6,199
428
$1.74M 0.04%
+33,497
429
$1.74M 0.04%
19,879
+2,224
430
$1.73M 0.04%
119,400
-13,653
431
$1.72M 0.04%
17,919
-4,625
432
$1.72M 0.04%
13,077
+841
433
$1.72M 0.04%
68,661
+47,221
434
$1.71M 0.04%
36,939
+2,790
435
$1.7M 0.04%
12,977
-151
436
$1.7M 0.04%
6,553
+978
437
$1.69M 0.04%
37,285
-7,411
438
$1.69M 0.04%
21,221
-3,581
439
$1.69M 0.04%
9,496
-700
440
$1.69M 0.04%
12,434
+164
441
$1.68M 0.04%
80,557
+29,936
442
$1.68M 0.04%
4,602
+410
443
$1.68M 0.04%
67,831
+50,327
444
$1.67M 0.04%
73,517
-4,383
445
$1.65M 0.04%
33,135
+9,966
446
$1.65M 0.04%
114,290
+9,151
447
$1.65M 0.04%
+50,700
448
$1.64M 0.04%
47,367
+12,257
449
$1.64M 0.04%
3,384
+122
450
$1.62M 0.04%
41,351
-998
16 17
18
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