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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
576
$719K 0.02%
12,029
-866
577
$718K 0.02%
38,205
+16,200
578
$717K 0.02%
11,847
+281
579
$715K 0.02%
17,279
+3,001
580
$715K 0.02%
2,443
-81
581
$715K 0.02%
19,470
-834
582
$713K 0.02%
7,813
-13
583
$713K 0.02%
14,531
-1,563
584
$710K 0.02%
1,972
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585
$709K 0.02%
3,214
-555
586
$705K 0.02%
14,070
+235
587
$705K 0.02%
38,524
-1,054
588
$701K 0.02%
27,232
+8,782
589
$696K 0.02%
12,405
+246
590
$695K 0.02%
3,943
+3,033
591
$693K 0.02%
10,564
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592
$692K 0.02%
13,296
+9,152
593
$688K 0.02%
24,676
+3,973
594
$684K 0.02%
1,822
-110
595
$683K 0.02%
16,228
+4,776
596
$682K 0.02%
+25,757
597
$678K 0.02%
2,956
+631
598
$675K 0.02%
8,824
+224
599
$674K 0.02%
8,267
+4,003
600
$674K 0.02%
6,164
+607
22 23
24
25 26