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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
726
$460K 0.02%
21,800
-9,250
727
$459K 0.02%
24,800
+1,100
728
$459K 0.02%
5,006
+246
729
$458K 0.02%
9,009
+2,909
730
$456K 0.02%
1,370
-83
731
$456K 0.02%
12,650
732
$456K 0.02%
98,030
-975
733
$455K 0.02%
+2,919
734
$454K 0.02%
723
-191
735
$454K 0.02%
3,914
+551
736
$453K 0.02%
4,501
+410
737
$453K 0.02%
2,922
+69
738
$450K 0.01%
12,008
+2,740
739
$448K 0.01%
+17,600
740
$445K 0.01%
+17,600
741
$440K 0.01%
33,029
742
$438K 0.01%
760
-781
743
$437K 0.01%
6,955
744
$435K 0.01%
8,623
-1,336
745
$433K 0.01%
7,697
+1
746
$433K 0.01%
20,264
-309
747
$433K 0.01%
1,302
-55
748
$432K 0.01%
+6,811
749
$432K 0.01%
10,615
+2,132
750
$432K 0.01%
+18,000
28 29
30
31 32