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
626
$907K 0.02%
30,623
+21,994
627
$907K 0.02%
110,879
+490
628
$904K 0.02%
14,704
+5,485
629
$901K 0.02%
15,846
-3,434
630
$901K 0.02%
4,423
+137
631
$901K 0.02%
14,473
+4,160
632
$898K 0.02%
44,004
+33,083
633
$898K 0.02%
1,162
+305
634
$896K 0.02%
1,742
-12
635
$896K 0.02%
17,050
-1,330
636
$893K 0.02%
10,992
+92
637
$892K 0.02%
+10,633
638
$891K 0.02%
99,133
-15,496
639
$891K 0.02%
25,709
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640
$889K 0.02%
40,406
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641
$888K 0.02%
26,889
642
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19,104
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643
$879K 0.02%
8,983
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644
$872K 0.02%
85,767
-2,599
645
$871K 0.02%
18,763
+2,637
646
$871K 0.02%
5,168
-1,394
647
$859K 0.02%
33,724
-1,000
648
$855K 0.02%
2,518
-223
649
$853K 0.02%
23,741
+1,719
650
$851K 0.02%
2,768
-270
24 25
26
27 28