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
851
$503K 0.01%
4,800
+1,168
852
$501K 0.01%
280
853
$500K 0.01%
18,500
854
$500K 0.01%
20,237
+8,420
855
$500K 0.01%
5,397
-486
856
$499K 0.01%
13,394
-477
857
$499K 0.01%
7,128
+20
858
$498K 0.01%
11,599
+3,080
859
$497K 0.01%
3,945
+1,062
860
$496K 0.01%
+5,077
861
$495K 0.01%
2,787
862
$491K 0.01%
30,554
+10,736
863
$487K 0.01%
53,562
-3,070
864
$487K 0.01%
8,039
+171
865
$487K 0.01%
+11,791
866
$481K 0.01%
3,167
+275
867
$481K 0.01%
4,278
+18
868
$481K 0.01%
7,615
+23
869
$481K 0.01%
19,714
-397
870
$481K 0.01%
4,799
+479
871
$481K 0.01%
1,956
-8
872
$479K 0.01%
6,100
+1,900
873
$479K 0.01%
25,777
+875
874
$479K 0.01%
9,911
-411
875
$478K 0.01%
12,859
+96
33 34
35
36 37