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
451
$1.62M 0.04%
114,124
+10,428
452
$1.62M 0.04%
67,635
+39,653
453
$1.61M 0.04%
39,897
-347
454
$1.6M 0.04%
18,564
-542
455
$1.6M 0.04%
23,877
+14,974
456
$1.59M 0.04%
19,668
-17,773
457
$1.58M 0.04%
11,067
+8,929
458
$1.58M 0.04%
3,738
-111
459
$1.57M 0.04%
8,539
+132
460
$1.56M 0.04%
17,217
+257
461
$1.56M 0.04%
7,947
-4,141
462
$1.55M 0.04%
13,934
+101
463
$1.55M 0.04%
85,124
-4,283
464
$1.55M 0.04%
3,649
+191
465
$1.55M 0.04%
16,294
+836
466
$1.55M 0.04%
34,146
+2,589
467
$1.55M 0.04%
18,260
-4,075
468
$1.55M 0.04%
3,907
+465
469
$1.54M 0.04%
18,335
+3,190
470
$1.54M 0.04%
39,598
-106,689
471
$1.54M 0.04%
15,542
+7,518
472
$1.51M 0.04%
2
473
$1.49M 0.04%
37,661
+2,639
474
$1.49M 0.04%
212,181
+75,553
475
$1.49M 0.04%
32,120
+2,321
17 18
19
20 21