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
526
$1.31M 0.03%
57,357
-538
527
$1.3M 0.03%
25,474
-5,227
528
$1.3M 0.03%
18,355
-281
529
$1.29M 0.03%
62,802
-30,420
530
$1.29M 0.03%
25,554
+1,986
531
$1.28M 0.03%
41,662
+14,400
532
$1.28M 0.03%
18,235
+6,095
533
$1.28M 0.03%
298
+14
534
$1.27M 0.03%
8,949
-736
535
$1.27M 0.03%
13,278
+2,078
536
$1.26M 0.03%
86,084
-4,093
537
$1.26M 0.03%
39,000
538
$1.25M 0.03%
455,132
+17,645
539
$1.25M 0.03%
5,225
-358
540
$1.25M 0.03%
10,095
+6,672
541
$1.24M 0.03%
44,275
+36,014
542
$1.24M 0.03%
3,355
-50
543
$1.24M 0.03%
11,131
-6,134
544
$1.22M 0.03%
11,731
+5,231
545
$1.22M 0.03%
105,158
-11,645
546
$1.22M 0.03%
23,950
+6,950
547
$1.21M 0.03%
13,233
-1,972
548
$1.21M 0.03%
25,268
+11,350
549
$1.21M 0.03%
31,489
+22,370
550
$1.2M 0.03%
2,434
+417
20 21
22
23 24