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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
526
$836K 0.03%
4,517
+160
527
$829K 0.03%
6,207
-545
528
$822K 0.03%
26,889
+1,000
529
$822K 0.03%
5,321
-376
530
$820K 0.03%
4,595
+177
531
$818K 0.03%
9,160
+814
532
$818K 0.03%
11,621
-1,772
533
$817K 0.03%
2,402
+419
534
$813K 0.03%
10,765
+749
535
$813K 0.03%
2,715
-189
536
$809K 0.03%
16,595
-3,112
537
$807K 0.03%
10,787
-89
538
$801K 0.03%
10,030
+9
539
$801K 0.03%
12,786
+103
540
$801K 0.03%
27,425
+3,283
541
$794K 0.03%
3,875
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542
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+17,900
543
$793K 0.03%
18,956
-8,192
544
$792K 0.03%
3,079
-9
545
$788K 0.03%
7,315
+33
546
$788K 0.03%
53,697
-16,355
547
$786K 0.03%
6,106
-782
548
$784K 0.03%
6,395
-2,062
549
$783K 0.03%
19,844
550
$783K 0.03%
+5,354
20 21
22
23 24