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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
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.3M
3
+$12.7M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$8.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 7.72%
3 Healthcare 5.85%
4 Financials 5.61%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.42%
+144,280
52
$1.43M 0.42%
+25,533
53
$1.43M 0.42%
+36,267
54
$1.42M 0.42%
+26,263
55
$1.42M 0.42%
+15,786
56
$1.41M 0.41%
+45,424
57
$1.38M 0.41%
+24,241
58
$1.36M 0.4%
+50,130
59
$1.35M 0.4%
+57,150
60
$1.35M 0.4%
+22,796
61
$1.33M 0.39%
+34,438
62
$1.33M 0.39%
+11,041
63
$1.3M 0.38%
+949
64
$1.25M 0.37%
+59,050
65
$1.23M 0.36%
+16,800
66
$1.23M 0.36%
+31,215
67
$1.22M 0.36%
+33,196
68
$1.21M 0.35%
+29,996
69
$1.17M 0.34%
+10,827
70
$1.14M 0.33%
+8,537
71
$1.13M 0.33%
+8,631
72
$1.13M 0.33%
+55,685
73
$1.11M 0.33%
+34,856
74
$1.08M 0.32%
+12,074
75
$1.07M 0.31%
+23,461
1 2
3
4 5