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
501
$1.4M 0.03%
48,779
+37,386
502
$1.4M 0.03%
26,709
+6,819
503
$1.4M 0.03%
18,050
+500
504
$1.39M 0.03%
116,610
-786
505
$1.38M 0.03%
51,600
-6,741
506
$1.38M 0.03%
+67,600
507
$1.38M 0.03%
35,075
+2,606
508
$1.37M 0.03%
41,239
-11,185
509
$1.37M 0.03%
13,803
+7,059
510
$1.37M 0.03%
12,478
+9,040
511
$1.36M 0.03%
43,058
-127
512
$1.35M 0.03%
46,882
-16,133
513
$1.35M 0.03%
11,803
-1,061
514
$1.35M 0.03%
118,363
-4,774
515
$1.34M 0.03%
15,500
+1,100
516
$1.34M 0.03%
25,327
-1,548
517
$1.34M 0.03%
6,019
+80
518
$1.34M 0.03%
15,023
-787
519
$1.33M 0.03%
9,989
-5,223
520
$1.33M 0.03%
17,608
+1,390
521
$1.32M 0.03%
56,829
+2,335
522
$1.32M 0.03%
145,486
-895
523
$1.32M 0.03%
36,623
+980
524
$1.32M 0.03%
12,300
-4,031
525
$1.32M 0.03%
15,610
+11,463
19 20
21
22 23