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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
626
$616K 0.02%
6,848
-1,075
627
$613K 0.02%
+17,494
628
$609K 0.02%
7,078
+4,735
629
$607K 0.02%
2,496
+256
630
$597K 0.02%
17,261
+295
631
$597K 0.02%
+6,025
632
$593K 0.02%
18,400
+400
633
$592K 0.02%
14,824
+2,364
634
$591K 0.02%
829
+21
635
$590K 0.02%
21,162
+1,779
636
$589K 0.02%
+4,488
637
$589K 0.02%
66,700
+46,650
638
$587K 0.02%
10,682
-220
639
$587K 0.02%
2,031
+51
640
$586K 0.02%
2,121
+1,049
641
$586K 0.02%
1,249
-9
642
$586K 0.02%
20,860
-4,016
643
$586K 0.02%
2,730
644
$584K 0.02%
54,010
+2,300
645
$583K 0.02%
10,910
+3,914
646
$583K 0.02%
+24,400
647
$580K 0.02%
59,316
-80
648
$576K 0.02%
7,784
-777
649
$575K 0.02%
18,561
+4,000
650
$567K 0.02%
2,941
+1,220
24 25
26
27 28