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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
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.3M
3
+$12.7M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$8.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 7.72%
3 Healthcare 5.85%
4 Financials 5.61%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.66%
+21,577
27
$2.23M 0.66%
+29,251
28
$2.19M 0.65%
+31,778
29
$2.01M 0.59%
+11,004
30
$1.98M 0.58%
+90,126
31
$1.97M 0.58%
+9,002
32
$1.97M 0.58%
+40,006
33
$1.93M 0.57%
+27,292
34
$1.93M 0.57%
+19,985
35
$1.92M 0.57%
+35,585
36
$1.91M 0.56%
+22,620
37
$1.9M 0.56%
+32,720
38
$1.72M 0.51%
+20,140
39
$1.68M 0.5%
+33,032
40
$1.64M 0.48%
+112,930
41
$1.63M 0.48%
+10,909
42
$1.57M 0.46%
+23,916
43
$1.57M 0.46%
+41,493
44
$1.57M 0.46%
+13,322
45
$1.55M 0.46%
+44,325
46
$1.54M 0.45%
+32,899
47
$1.54M 0.45%
+11,961
48
$1.52M 0.45%
+27,194
49
$1.51M 0.44%
+6,262
50
$1.44M 0.42%
+7,414
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