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
701
$746K 0.02%
6,680
+16
702
$746K 0.02%
19,422
-995
703
$745K 0.02%
2,540
+294
704
$745K 0.02%
4,601
+10
705
$742K 0.02%
3,083
+609
706
$741K 0.02%
42,555
+1,750
707
$734K 0.02%
+36,733
708
$734K 0.02%
72,280
+12,614
709
$730K 0.02%
7,986
-9,605
710
$726K 0.02%
9,083
-2,470
711
$723K 0.02%
22,749
-23,545
712
$719K 0.02%
9,511
+850
713
$717K 0.02%
4,465
+1,118
714
$715K 0.02%
15,044
+1,185
715
$714K 0.02%
2,472
-349
716
$714K 0.02%
15,316
-130
717
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+8,672
718
$711K 0.02%
86,681
+7,246
719
$700K 0.02%
2,021
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720
$699K 0.02%
16,079
-150
721
$688K 0.02%
14,037
+2,565
722
$688K 0.02%
15,261
-1,180
723
$688K 0.02%
10,030
-410
724
$687K 0.02%
3,866
-120
725
$685K 0.02%
20,388
27 28
29
30 31