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
776
$584K 0.01%
16,925
-17,060
777
$583K 0.01%
10,279
-2,454
778
$582K 0.01%
13,238
+595
779
$580K 0.01%
4,306
+646
780
$579K 0.01%
6,194
+389
781
$578K 0.01%
17,451
782
$577K 0.01%
16,350
-2,500
783
$577K 0.01%
12,826
-4
784
$577K 0.01%
15,261
+1,790
785
$575K 0.01%
7,653
-2,019
786
$575K 0.01%
+8,732
787
$572K 0.01%
5,707
-14,100
788
$572K 0.01%
8,554
+1,497
789
$570K 0.01%
19,723
-10,784
790
$570K 0.01%
4,422
791
$568K 0.01%
10,003
-1,488
792
$567K 0.01%
2,010
-78
793
$567K 0.01%
9,736
+297
794
$565K 0.01%
5,445
+175
795
$562K 0.01%
18,726
+1,755
796
$562K 0.01%
8,169
+2,654
797
$561K 0.01%
11,438
-2,334
798
$559K 0.01%
10,014
+187
799
$559K 0.01%
34,621
+3,596
800
$559K 0.01%
16,585
+3,500
30 31
32
33 34