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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
451
$1.11M 0.04%
25,409
-11,173
452
$1.11M 0.04%
211,300
+8,100
453
$1.1M 0.04%
22,667
+836
454
$1.1M 0.04%
91,040
+9,902
455
$1.1M 0.04%
9,667
-3,281
456
$1.1M 0.04%
43,044
-15,643
457
$1.1M 0.04%
14,671
-1,219
458
$1.09M 0.04%
52,855
+1,125
459
$1.08M 0.04%
+8,158
460
$1.07M 0.04%
50,060
+14,500
461
$1.07M 0.04%
+21,500
462
$1.07M 0.04%
41,499
+22,563
463
$1.06M 0.04%
4,280
+263
464
$1.06M 0.04%
4,172
+79
465
$1.06M 0.04%
15,064
+1,444
466
$1.05M 0.03%
7,603
-365
467
$1.05M 0.03%
64,100
-44,189
468
$1.04M 0.03%
11,780
-484
469
$1.03M 0.03%
4,500
+152
470
$1.03M 0.03%
116,670
-18,418
471
$1.02M 0.03%
18,037
+1,331
472
$1.02M 0.03%
11,304
-6
473
$1.02M 0.03%
8,220
+1,838
474
$1.02M 0.03%
7,742
-1,464
475
$1.02M 0.03%
45,310
+175
17 18
19
20 21