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
801
$556K 0.01%
989
-37
802
$556K 0.01%
4,743
+1,863
803
$554K 0.01%
5,650
+1,006
804
$553K 0.01%
4,858
-437
805
$553K 0.01%
2,758
+5
806
$553K 0.01%
+11,918
807
$551K 0.01%
14,285
+2,203
808
$551K 0.01%
5,421
+1,281
809
$551K 0.01%
+27,268
810
$550K 0.01%
18,670
+1,165
811
$550K 0.01%
18,564
+2,213
812
$550K 0.01%
10,856
+803
813
$548K 0.01%
18,180
814
$548K 0.01%
24,123
-27
815
$545K 0.01%
15,500
+7,450
816
$544K 0.01%
29,983
+163
817
$544K 0.01%
12,909
+434
818
$541K 0.01%
15,710
-2,285
819
$541K 0.01%
21,400
-3,000
820
$540K 0.01%
5,443
821
$539K 0.01%
1,995
-1,914
822
$537K 0.01%
7,641
823
$536K 0.01%
2,576
-228
824
$536K 0.01%
21,176
+11,397
825
$536K 0.01%
20,580
+1,969
31 32
33
34 35