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
551
$1.2M 0.03%
3,764
-93
552
$1.19M 0.03%
15,221
+2
553
$1.18M 0.03%
3,348
-486
554
$1.18M 0.03%
26,666
-3,182
555
$1.17M 0.03%
13,955
-25,378
556
$1.17M 0.03%
32,069
+5,813
557
$1.16M 0.03%
+36,063
558
$1.15M 0.03%
23,886
+553
559
$1.15M 0.03%
74,461
+13,414
560
$1.15M 0.03%
3,590
+119
561
$1.15M 0.03%
37,825
+805
562
$1.15M 0.03%
11,866
+462
563
$1.14M 0.03%
11,262
+155
564
$1.14M 0.03%
36,875
+23,281
565
$1.14M 0.03%
+10,132
566
$1.13M 0.03%
22,195
+2,489
567
$1.12M 0.03%
24,656
+2,352
568
$1.12M 0.03%
6,982
-72
569
$1.12M 0.03%
13,550
+1,714
570
$1.11M 0.03%
39,400
571
$1.11M 0.03%
+6,653
572
$1.1M 0.03%
22,815
-300
573
$1.1M 0.03%
43,816
+21,862
574
$1.1M 0.03%
9,658
+350
575
$1.09M 0.03%
42,788
+983
21 22
23
24 25