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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
876
$321K 0.01%
1,016
-5
877
$320K 0.01%
12,210
878
$320K 0.01%
5,868
-23
879
$319K 0.01%
+7,648
880
$319K 0.01%
20,186
+989
881
$317K 0.01%
4,832
+57
882
$317K 0.01%
+12,833
883
$316K 0.01%
+10,692
884
$315K 0.01%
18,500
885
$315K 0.01%
+1,344
886
$314K 0.01%
18,401
-1,138
887
$314K 0.01%
6,347
+1,169
888
$311K 0.01%
12,353
+311
889
$310K 0.01%
13,113
-5,925
890
$309K 0.01%
+8,991
891
$309K 0.01%
2,347
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892
$308K 0.01%
+2,675
893
$305K 0.01%
9,036
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894
$305K 0.01%
9,325
-3,839
895
$304K 0.01%
26,959
+508
896
$304K 0.01%
8,193
+2,200
897
$304K 0.01%
8,201
+1,901
898
$301K 0.01%
2,953
899
$301K 0.01%
6,528
+2,133
900
$301K 0.01%
13,785
+650
34 35
36
37 38