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
826
$536K 0.01%
18,000
+9,100
827
$535K 0.01%
10,745
-254
828
$534K 0.01%
6,715
+1,054
829
$528K 0.01%
2,028
+398
830
$528K 0.01%
6,188
+1,932
831
$526K 0.01%
7,149
+1,217
832
$526K 0.01%
4,095
+251
833
$525K 0.01%
7,276
-20
834
$523K 0.01%
3,268
+646
835
$520K 0.01%
+4,051
836
$519K 0.01%
22,005
-210
837
$519K 0.01%
20,667
-18,293
838
$518K 0.01%
1,072
+186
839
$518K 0.01%
+20,800
840
$517K 0.01%
5,762
+658
841
$515K 0.01%
+1,893
842
$514K 0.01%
2,603
-197
843
$514K 0.01%
2,236
+178
844
$514K 0.01%
2,532
+165
845
$512K 0.01%
11,679
846
$511K 0.01%
+5,414
847
$510K 0.01%
+5,193
848
$508K 0.01%
2,853
-423
849
$507K 0.01%
1,190
+130
850
$505K 0.01%
923
-1
32 33
34
35 36