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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
826
$364K 0.01%
+4,920
827
$363K 0.01%
3,478
+494
828
$362K 0.01%
+981
829
$359K 0.01%
15,163
-1,466
830
$359K 0.01%
1,195
-189
831
$358K 0.01%
11,542
832
$357K 0.01%
2,827
-833
833
$356K 0.01%
14,077
+130
834
$356K 0.01%
26,481
-30,949
835
$355K 0.01%
6,919
836
$353K 0.01%
4,765
+1,683
837
$353K 0.01%
15,123
-300
838
$353K 0.01%
7,012
-1,967
839
$353K 0.01%
11,259
-73
840
$352K 0.01%
2,120
+250
841
$352K 0.01%
15,012
+205
842
$351K 0.01%
10,191
-31
843
$350K 0.01%
+4,314
844
$349K 0.01%
7,354
-12,791
845
$347K 0.01%
17,236
+1,205
846
$347K 0.01%
2,326
-69
847
$346K 0.01%
21,427
+91
848
$346K 0.01%
+29,637
849
$345K 0.01%
3,457
850
$345K 0.01%
3,013
+9
32 33
34
35 36