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
676
$811K 0.02%
14,935
+8,233
677
$806K 0.02%
27,040
+7,139
678
$805K 0.02%
49,500
-600
679
$790K 0.02%
9,593
-990
680
$784K 0.02%
9,870
+1,183
681
$783K 0.02%
+52,411
682
$780K 0.02%
19,891
-6,690
683
$779K 0.02%
+23,580
684
$777K 0.02%
22,696
685
$776K 0.02%
33,835
-1,955
686
$769K 0.02%
17,998
+6,073
687
$767K 0.02%
16,097
+6,810
688
$766K 0.02%
61,892
-17,583
689
$765K 0.02%
6,302
-2,774
690
$764K 0.02%
7,391
+5,367
691
$761K 0.02%
19,843
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692
$757K 0.02%
3,768
+10
693
$756K 0.02%
12,506
+45
694
$756K 0.02%
3,483
+908
695
$756K 0.02%
5,827
-362
696
$755K 0.02%
1,589
+25
697
$751K 0.02%
38,145
-13,612
698
$751K 0.02%
8,468
+256
699
$748K 0.02%
4,453
+74
700
$747K 0.02%
28,764
+18
26 27
28
29 30