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
576
$1.08M 0.03%
19,695
-1,319
577
$1.08M 0.03%
11,389
-770
578
$1.07M 0.03%
20,916
+1,605
579
$1.07M 0.03%
16,850
+1,456
580
$1.06M 0.03%
106,154
-772
581
$1.06M 0.03%
5,628
+100
582
$1.05M 0.03%
16,654
+5,138
583
$1.05M 0.03%
7,552
-2,005
584
$1.04M 0.03%
11,163
+161
585
$1.03M 0.02%
70,363
+11,439
586
$1.03M 0.02%
62,870
+4,254
587
$1.03M 0.02%
19,963
+574
588
$1.02M 0.02%
20,250
+1,081
589
$1.02M 0.02%
7,407
+117
590
$1.02M 0.02%
71,835
+18,227
591
$1.01M 0.02%
+8,440
592
$1.01M 0.02%
14,127
+907
593
$1.01M 0.02%
17,326
-4,100
594
$1M 0.02%
52,514
+5,000
595
$1M 0.02%
50,120
+900
596
$998K 0.02%
4,873
+273
597
$996K 0.02%
20,500
-5,082
598
$991K 0.02%
20,042
+2,813
599
$982K 0.02%
18,474
-4,805
600
$980K 0.02%
6,915
+2,180
22 23
24
25 26