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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
701
$486K 0.02%
52,077
-25,725
702
$485K 0.02%
5,623
+1,668
703
$484K 0.02%
2,630
704
$483K 0.02%
10,347
+184
705
$482K 0.02%
21,351
+2,255
706
$482K 0.02%
1,062
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707
$482K 0.02%
11,496
+1,674
708
$479K 0.02%
39,136
-1,523
709
$478K 0.02%
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710
$478K 0.02%
2,038
-38
711
$476K 0.02%
13,436
-1,304
712
$476K 0.02%
14,911
+40
713
$475K 0.02%
17,167
-63
714
$473K 0.02%
1,682
+22
715
$470K 0.02%
57,573
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716
$469K 0.02%
12,579
-24,095
717
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12,503
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718
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7,140
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719
$465K 0.02%
50,640
720
$465K 0.02%
7,912
+23
721
$463K 0.02%
15,382
-889
722
$463K 0.02%
2,175
-76
723
$461K 0.02%
5,149
+1,141
724
$461K 0.02%
+18,900
725
$461K 0.02%
54,261
+14,573
27 28
29
30 31