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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
901
$300K 0.01%
9,745
+377
902
$299K 0.01%
6,605
-1,712
903
$299K 0.01%
19,295
-5,877
904
$299K 0.01%
+2,074
905
$299K 0.01%
11,553
+410
906
$299K 0.01%
3,882
+118
907
$297K 0.01%
4,373
+174
908
$296K 0.01%
7,358
-2,000
909
$293K 0.01%
589
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910
$293K 0.01%
3,711
+118
911
$292K 0.01%
2,349
-144
912
$291K 0.01%
13,915
+2,266
913
$289K 0.01%
10,369
-555
914
$289K 0.01%
12,466
-2,089
915
$288K 0.01%
4,500
916
$288K 0.01%
9,006
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917
$287K 0.01%
2,261
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918
$286K 0.01%
1,999
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919
$284K 0.01%
+15,509
920
$284K 0.01%
+2,420
921
$284K 0.01%
+1,671
922
$284K 0.01%
11,187
+112
923
$283K 0.01%
1,678
-546
924
$282K 0.01%
5,661
-300
925
$281K 0.01%
16,345
-277
35 36
37
38 39