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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
476
$998K 0.03%
19,637
+14,631
477
$992K 0.03%
6,135
+268
478
$991K 0.03%
10,725
-3,130
479
$990K 0.03%
30,256
-2,156
480
$989K 0.03%
4,782
+1,171
481
$988K 0.03%
+17,147
482
$984K 0.03%
32,966
+3,372
483
$983K 0.03%
5,175
-970
484
$975K 0.03%
125,321
+3,694
485
$973K 0.03%
19,325
-75
486
$971K 0.03%
4,614
+552
487
$969K 0.03%
52,391
+1,495
488
$968K 0.03%
16,525
+3,073
489
$967K 0.03%
22,272
+1,467
490
$965K 0.03%
1,370
+277
491
$959K 0.03%
25,557
-560
492
$958K 0.03%
+10,384
493
$955K 0.03%
7,583
-6,423
494
$946K 0.03%
22,603
-223
495
$940K 0.03%
4,204
+611
496
$932K 0.03%
22,054
-48
497
$926K 0.03%
33,350
-4,687
498
$923K 0.03%
20,119
+6,680
499
$920K 0.03%
40,040
-995
500
$918K 0.03%
9,662
+3,698
18 19
20
21 22