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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
601
$673K 0.02%
6,506
-827
602
$671K 0.02%
5,092
+3,012
603
$669K 0.02%
9,035
-2,051
604
$669K 0.02%
32,479
605
$668K 0.02%
15,445
-8,139
606
$665K 0.02%
28,578
+12,732
607
$664K 0.02%
6,147
-2,203
608
$662K 0.02%
1,645
-414
609
$661K 0.02%
5,579
-490
610
$661K 0.02%
45,699
+10,814
611
$659K 0.02%
42,425
-500
612
$658K 0.02%
12,163
-8,318
613
$657K 0.02%
+10,788
614
$655K 0.02%
+3,492
615
$654K 0.02%
34,130
-1,580
616
$647K 0.02%
16,797
-4,650
617
$646K 0.02%
+15,600
618
$639K 0.02%
12,805
+2,155
619
$634K 0.02%
19,645
+151
620
$633K 0.02%
15,763
-1,410
621
$633K 0.02%
13,513
+93
622
$628K 0.02%
6,503
+84
623
$623K 0.02%
+55,000
624
$621K 0.02%
1,482
+261
625
$618K 0.02%
15,050
+2,950
23 24
25
26 27