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
876
$477K 0.01%
6,158
-624
877
$477K 0.01%
15,296
+198
878
$476K 0.01%
12,408
+1,692
879
$475K 0.01%
7,385
+157
880
$474K 0.01%
4,999
+71
881
$472K 0.01%
2,731
+60
882
$471K 0.01%
5,217
+8
883
$470K 0.01%
+14,186
884
$470K 0.01%
+1,515
885
$468K 0.01%
8,853
+2,384
886
$468K 0.01%
17,600
887
$467K 0.01%
33,802
+716
888
$467K 0.01%
11,056
-32
889
$466K 0.01%
1,191
-155
890
$465K 0.01%
21,362
+1,956
891
$464K 0.01%
39,300
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892
$463K 0.01%
9,108
+5,540
893
$462K 0.01%
25,313
-805
894
$460K 0.01%
9,736
-1,763
895
$459K 0.01%
29,207
+8,130
896
$459K 0.01%
+9,203
897
$458K 0.01%
+15,844
898
$457K 0.01%
42,333
+100
899
$455K 0.01%
34,072
+5,467
900
$455K 0.01%
59,958
34 35
36
37 38