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
751
$635K 0.02%
9,425
-2,014
752
$633K 0.02%
2,962
+1,524
753
$628K 0.02%
8,611
-3,247
754
$626K 0.02%
28,943
+8,584
755
$624K 0.02%
16,758
+974
756
$620K 0.01%
15,633
-1,500
757
$619K 0.01%
42,600
-2,100
758
$616K 0.01%
7,875
+644
759
$611K 0.01%
12,470
-886
760
$610K 0.01%
36,142
+12,371
761
$609K 0.01%
20,305
+2,461
762
$608K 0.01%
14,160
+1,640
763
$607K 0.01%
2,218
+146
764
$607K 0.01%
19,680
+1,750
765
$607K 0.01%
46,667
+237
766
$607K 0.01%
12,866
+6,870
767
$605K 0.01%
24,720
+1,475
768
$605K 0.01%
9,600
+1,552
769
$601K 0.01%
6,012
+503
770
$599K 0.01%
9,074
+272
771
$594K 0.01%
5,954
+301
772
$593K 0.01%
69,050
+1,000
773
$591K 0.01%
24,172
-6,914
774
$587K 0.01%
8,255
+500
775
$585K 0.01%
20,435
+2,000
29 30
31
32 33