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
601
$979K 0.02%
21,858
+1,550
602
$976K 0.02%
17,282
+1,084
603
$975K 0.02%
19,267
+1,131
604
$972K 0.02%
24,769
-12,467
605
$970K 0.02%
3,126
-580
606
$969K 0.02%
3,173
+1,063
607
$967K 0.02%
4,618
-175
608
$963K 0.02%
14,258
+235
609
$960K 0.02%
+14,225
610
$958K 0.02%
4,077
+3
611
$955K 0.02%
+16,740
612
$954K 0.02%
1,566
+36
613
$952K 0.02%
21,519
-2,958
614
$950K 0.02%
9,316
615
$941K 0.02%
25,884
+425
616
$940K 0.02%
8,302
+6,002
617
$937K 0.02%
65,726
-7,102
618
$936K 0.02%
21,268
619
$931K 0.02%
13,881
-8,808
620
$925K 0.02%
18,162
+2,642
621
$922K 0.02%
17,366
-6,526
622
$916K 0.02%
8,188
-6,309
623
$911K 0.02%
35,535
624
$909K 0.02%
1,400
-856
625
$909K 0.02%
9,695
-16,569
23 24
25
26 27