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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
551
$782K 0.03%
7,795
+3,744
552
$779K 0.03%
6,859
+1,198
553
$779K 0.03%
+42,762
554
$778K 0.03%
23,833
+10,847
555
$778K 0.03%
9,886
+784
556
$765K 0.03%
170,610
+112,348
557
$762K 0.03%
+38,400
558
$762K 0.03%
19,254
+3,500
559
$760K 0.03%
54,280
-1,255
560
$755K 0.03%
8,484
+1,537
561
$754K 0.03%
16,804
-1,483
562
$754K 0.03%
14,207
+1,282
563
$753K 0.03%
38,808
+689
564
$749K 0.02%
6,502
-1,014
565
$747K 0.02%
3,979
+24
566
$743K 0.02%
+11,437
567
$741K 0.02%
9,821
-460
568
$737K 0.02%
17,381
-3,031
569
$735K 0.02%
3,538
+720
570
$734K 0.02%
3,218
-1,428
571
$728K 0.02%
14,534
-5,818
572
$726K 0.02%
20,881
+13,315
573
$725K 0.02%
14,622
-2,746
574
$722K 0.02%
4,169
-822
575
$720K 0.02%
54,125
+13,266
21 22
23
24 25