We are live on ! Find out more
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
651
$566K 0.02%
6,313
652
$565K 0.02%
+14,739
653
$563K 0.02%
2,019
+42
654
$558K 0.02%
15,018
+1,555
655
$555K 0.02%
5,727
-870
656
$552K 0.02%
6,332
-573
657
$552K 0.02%
3,052
-1,174
658
$551K 0.02%
68,054
-3,950
659
$550K 0.02%
+2,285
660
$550K 0.02%
21,457
+22
661
$547K 0.02%
1,612
-29
662
$547K 0.02%
43,301
+974
663
$546K 0.02%
14,742
-520
664
$541K 0.02%
+24,375
665
$540K 0.02%
13,811
666
$538K 0.02%
5,805
667
$538K 0.02%
1,237
-853
668
$531K 0.02%
3,203
+216
669
$529K 0.02%
10,927
+2,608
670
$525K 0.02%
887
+264
671
$525K 0.02%
14,489
+1,982
672
$521K 0.02%
10,142
+3,000
673
$515K 0.02%
9,506
-276
674
$512K 0.02%
21,286
+5,050
675
$512K 0.02%
7,134
+6
25 26
27
28 29