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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
26
$18M 0.6%
289,661
+24,131
27
$16M 0.53%
65,923
+9,694
28
$15.7M 0.52%
90,909
+28,554
29
$14.8M 0.49%
32,578
+2,458
30
$14.8M 0.49%
344,770
-23,616
31
$13.9M 0.46%
455,146
+32,860
32
$13.4M 0.44%
121,011
+47,916
33
$13.3M 0.44%
24,735
+2,064
34
$13.1M 0.44%
54,127
-809
35
$12.8M 0.43%
16,645
-7,615
36
$12.7M 0.42%
137,283
+15,254
37
$12.6M 0.42%
139,965
+14,329
38
$12M 0.4%
655,681
-448,603
39
$11.8M 0.39%
433,485
+25,287
40
$11.7M 0.39%
171,666
+9,834
41
$11.2M 0.37%
44,183
+1,752
42
$11.1M 0.37%
124,630
+27,160
43
$11M 0.37%
46,076
+2,635
44
$10.8M 0.36%
34,054
+3,942
45
$10.8M 0.36%
74,037
+2,496
46
$10.6M 0.35%
58,403
-229
47
$10.3M 0.34%
513,747
+22,014
48
$10.3M 0.34%
178,913
-9,334
49
$9.95M 0.33%
77,335
+2,433
50
$9.9M 0.33%
543,374
-34,981
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