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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
776
$406K 0.01%
3,027
+3
777
$405K 0.01%
3,592
+422
778
$403K 0.01%
5,863
+2,305
779
$403K 0.01%
+13,308
780
$401K 0.01%
13,166
-18,074
781
$401K 0.01%
31,101
-1,623
782
$400K 0.01%
232
+8
783
$400K 0.01%
2,458
+95
784
$400K 0.01%
+7,699
785
$400K 0.01%
14,180
-380
786
$400K 0.01%
1,576
+3
787
$399K 0.01%
50,810
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788
$398K 0.01%
6,623
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789
$395K 0.01%
12,853
-1,427
790
$394K 0.01%
1,428
+471
791
$394K 0.01%
4,786
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792
$393K 0.01%
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793
$393K 0.01%
8,471
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794
$393K 0.01%
18,419
-8,087
795
$392K 0.01%
14,960
-2,151
796
$390K 0.01%
20,092
+563
797
$384K 0.01%
2,092
-508
798
$384K 0.01%
36,700
+1,500
799
$383K 0.01%
1,647
-24
800
$383K 0.01%
9,506
-344
30 31
32
33 34