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
476
$1.48M 0.04%
45,310
+5,442
477
$1.48M 0.04%
+53,243
478
$1.48M 0.04%
59,049
-38,853
479
$1.48M 0.04%
7,458
-628
480
$1.48M 0.04%
6,248
+1,768
481
$1.48M 0.04%
17,664
-2,353
482
$1.48M 0.04%
14,963
+1,778
483
$1.47M 0.04%
15,286
-32,406
484
$1.47M 0.04%
65,477
+24,601
485
$1.47M 0.04%
30,628
+23,439
486
$1.47M 0.04%
+42,964
487
$1.46M 0.04%
44,355
+2,016
488
$1.46M 0.04%
8,369
-1,375
489
$1.46M 0.04%
47,034
-1,082
490
$1.45M 0.03%
100,406
+6,421
491
$1.45M 0.03%
7,377
+349
492
$1.44M 0.03%
8,643
+244
493
$1.44M 0.03%
44,103
+23,353
494
$1.44M 0.03%
7,009
+46
495
$1.43M 0.03%
24,585
-578
496
$1.43M 0.03%
4,821
+424
497
$1.42M 0.03%
12,776
-1,851
498
$1.42M 0.03%
20,308
-39
499
$1.41M 0.03%
5,990
+1,951
500
$1.41M 0.03%
11,396
+144
18 19
20
21 22