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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
751
$432K 0.01%
860
-5
752
$431K 0.01%
14,041
-8,643
753
$431K 0.01%
5,338
-393
754
$429K 0.01%
32,353
+1,548
755
$428K 0.01%
16,039
+8
756
$428K 0.01%
7,382
-80
757
$425K 0.01%
2,021
-17
758
$423K 0.01%
6,210
+552
759
$423K 0.01%
5,440
-578
760
$423K 0.01%
4,350
761
$422K 0.01%
+1,285
762
$420K 0.01%
9,983
-227
763
$420K 0.01%
4,399
+10
764
$419K 0.01%
4,309
+1,657
765
$417K 0.01%
933
-1,100
766
$417K 0.01%
20,392
+1,234
767
$416K 0.01%
5,283
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768
$415K 0.01%
47,641
+12,748
769
$413K 0.01%
27,000
-8,150
770
$412K 0.01%
19,972
+1,719
771
$410K 0.01%
8,998
-108
772
$408K 0.01%
3,921
-297
773
$407K 0.01%
12,103
+200
774
$407K 0.01%
44,300
+23,500
775
$406K 0.01%
22,106
29 30
31
32 33