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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
851
$345K 0.01%
2,811
-388
852
$344K 0.01%
2,835
+2
853
$344K 0.01%
9,556
+706
854
$343K 0.01%
8,812
-150
855
$342K 0.01%
17,578
+461
856
$341K 0.01%
12,507
857
$338K 0.01%
6,072
858
$338K 0.01%
+2,568
859
$336K 0.01%
6,961
+193
860
$336K 0.01%
2,479
+159
861
$335K 0.01%
6,769
+2,326
862
$334K 0.01%
9,363
+2,455
863
$334K 0.01%
5,047
+124
864
$333K 0.01%
8,611
865
$332K 0.01%
28,515
+504
866
$330K 0.01%
1,536
+6
867
$329K 0.01%
+1,438
868
$328K 0.01%
9,768
869
$328K 0.01%
887
-65
870
$324K 0.01%
1,682
-158
871
$324K 0.01%
8,666
+78
872
$324K 0.01%
13,359
+66
873
$324K 0.01%
14,259
874
$324K 0.01%
+2,261
875
$323K 0.01%
6,533
-87
33 34
35
36 37