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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
676
$511K 0.02%
5,061
-156
677
$511K 0.02%
2,968
-262
678
$510K 0.02%
5,503
+383
679
$508K 0.02%
7,006
+583
680
$506K 0.02%
5,082
+678
681
$505K 0.02%
9,267
+264
682
$505K 0.02%
2,225
+7
683
$504K 0.02%
16,490
-3,000
684
$503K 0.02%
17,227
+2,732
685
$502K 0.02%
18,180
686
$501K 0.02%
3,177
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687
$501K 0.02%
6,624
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688
$499K 0.02%
16,891
+3,886
689
$498K 0.02%
2,346
+41
690
$497K 0.02%
5,052
691
$495K 0.02%
6,109
-4,508
692
$494K 0.02%
10,026
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693
$490K 0.02%
7,455
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694
$490K 0.02%
7,554
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695
$489K 0.02%
3,538
-32
696
$488K 0.02%
6,446
+136
697
$488K 0.02%
2,158
-648
698
$488K 0.02%
5,707
-1,204
699
$487K 0.02%
8,576
+648
700
$486K 0.02%
11,124
+899
26 27
28
29 30