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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
801
$382K 0.01%
1,480
-1,048
802
$382K 0.01%
+81,770
803
$380K 0.01%
+13,527
804
$380K 0.01%
+3,619
805
$378K 0.01%
12,170
806
$378K 0.01%
31,666
+5,666
807
$377K 0.01%
+10,353
808
$377K 0.01%
7,582
809
$377K 0.01%
3,691
+224
810
$376K 0.01%
4,017
+743
811
$376K 0.01%
29,552
+13,878
812
$375K 0.01%
+9,913
813
$374K 0.01%
7,500
814
$374K 0.01%
10,531
+3,356
815
$374K 0.01%
7,768
+300
816
$373K 0.01%
8,625
817
$372K 0.01%
10,739
+1,825
818
$372K 0.01%
30,329
+7,762
819
$372K 0.01%
2,418
+68
820
$370K 0.01%
4,008
-263
821
$370K 0.01%
20,615
822
$368K 0.01%
2,479
-77
823
$366K 0.01%
6,277
-1,265
824
$366K 0.01%
9,687
-51
825
$365K 0.01%
13,818
-6,777
31 32
33
34 35