We are live on ! Find out more
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
501
$917K 0.03%
8,520
+725
502
$910K 0.03%
22,370
-4,840
503
$910K 0.03%
45,287
+2,701
504
$907K 0.03%
11,558
+2,029
505
$906K 0.03%
21,999
506
$905K 0.03%
27,558
+960
507
$898K 0.03%
38,195
-26,120
508
$889K 0.03%
96,543
+33,713
509
$889K 0.03%
4,021
+1,970
510
$885K 0.03%
26,654
-10,646
511
$880K 0.03%
3,740
+1,325
512
$876K 0.03%
2,489
-176
513
$875K 0.03%
+93,835
514
$871K 0.03%
+57,100
515
$870K 0.03%
20,900
+15,500
516
$865K 0.03%
10,201
+3,057
517
$862K 0.03%
6,032
+4,600
518
$861K 0.03%
+11,360
519
$857K 0.03%
61,483
+15,823
520
$857K 0.03%
3,576
+400
521
$856K 0.03%
+15,800
522
$855K 0.03%
267
-14
523
$846K 0.03%
26,410
+6,775
524
$841K 0.03%
25,171
-13,350
525
$839K 0.03%
+10,971
19 20
21
22 23