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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
51
$9.82M 0.33%
49,425
+9,950
52
$9.77M 0.32%
302,447
+23,529
53
$9.58M 0.32%
193,471
+13,610
54
$9.04M 0.3%
98,860
+21,965
55
$8.95M 0.3%
538,042
+32,205
56
$8.8M 0.29%
185,166
+29,229
57
$8.76M 0.29%
22,532
+303
58
$8.52M 0.28%
115,077
+2,935
59
$8.21M 0.27%
28,357
+12,474
60
$8.15M 0.27%
41,599
+246
61
$8.11M 0.27%
161,058
+11,731
62
$8.05M 0.27%
158,657
+9,465
63
$8.05M 0.27%
288,662
+2,586
64
$7.98M 0.27%
201,650
-95,366
65
$7.95M 0.26%
48,152
+43,098
66
$7.65M 0.25%
158,252
+39,798
67
$7.63M 0.25%
69,278
-2,455
68
$7.62M 0.25%
70,876
-926
69
$7.6M 0.25%
200,908
+19,478
70
$7.53M 0.25%
42,286
+4,326
71
$7.47M 0.25%
117,762
-5,890
72
$7.47M 0.25%
58,537
+193
73
$7.47M 0.25%
104,537
-1,143
74
$7.43M 0.25%
33,626
-9,605
75
$7.39M 0.25%
+221,261
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3
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