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
651
$851K 0.02%
23,970
-2,992
652
$850K 0.02%
3,039
+113
653
$849K 0.02%
3,438
-168
654
$842K 0.02%
3,699
+189
655
$839K 0.02%
911
+197
656
$838K 0.02%
10,787
-116
657
$836K 0.02%
15,074
-1,375
658
$834K 0.02%
11,537
-8,030
659
$832K 0.02%
17,476
+204
660
$831K 0.02%
23,026
+6,891
661
$830K 0.02%
19,254
+1,000
662
$829K 0.02%
15,802
+702
663
$828K 0.02%
29,264
+1,006
664
$827K 0.02%
10,636
-2,376
665
$826K 0.02%
31,850
-750
666
$825K 0.02%
+8,272
667
$824K 0.02%
1,206
-360
668
$823K 0.02%
9,880
+440
669
$822K 0.02%
60,737
-5,986
670
$821K 0.02%
11,386
+146
671
$819K 0.02%
32,824
672
$815K 0.02%
4,342
+779
673
$815K 0.02%
19,183
+2,051
674
$815K 0.02%
5,595
+30
675
$812K 0.02%
3,442
25 26
27
28 29