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
726
$684K 0.02%
4,018
-117
727
$683K 0.02%
25,968
+5,687
728
$681K 0.02%
7,116
-90
729
$680K 0.02%
6,522
+95
730
$677K 0.02%
2,773
+315
731
$675K 0.02%
14,719
-2,163
732
$671K 0.02%
6,708
+3,790
733
$671K 0.02%
19,460
+2,970
734
$666K 0.02%
10,656
-317
735
$665K 0.02%
7,689
+1,826
736
$664K 0.02%
13,321
-1,467
737
$658K 0.02%
2,293
-70
738
$657K 0.02%
20,917
-4,651
739
$656K 0.02%
12,945
-9,883
740
$655K 0.02%
13,599
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741
$651K 0.02%
13,254
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742
$651K 0.02%
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743
$651K 0.02%
4,530
-2,695
744
$650K 0.02%
3,027
+184
745
$647K 0.02%
26,350
-3,956
746
$647K 0.02%
4,892
+3,045
747
$645K 0.02%
2,147
748
$641K 0.02%
6,709
+27
749
$639K 0.02%
+9,931
750
$636K 0.02%
66,390
+13,975
28 29
30
31 32