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
901
$454K 0.01%
1,095
+86
902
$452K 0.01%
34,361
+4,891
903
$449K 0.01%
3,309
+859
904
$448K 0.01%
11,534
+142
905
$447K 0.01%
+27,557
906
$447K 0.01%
16,088
+6
907
$447K 0.01%
5,850
-14
908
$446K 0.01%
+8,904
909
$444K 0.01%
7,046
-839
910
$444K 0.01%
11,459
+4,408
911
$444K 0.01%
2,474
+73
912
$440K 0.01%
16,405
+716
913
$438K 0.01%
3,072
+385
914
$437K 0.01%
16,120
+8,200
915
$437K 0.01%
4,351
-70
916
$435K 0.01%
1,588
-90
917
$432K 0.01%
10,850
-191
918
$423K 0.01%
5,590
-27
919
$423K 0.01%
5,771
+200
920
$422K 0.01%
6,657
+257
921
$422K 0.01%
5,273
+1,638
922
$420K 0.01%
6,247
-291
923
$419K 0.01%
12,155
-1,100
924
$418K 0.01%
8,082
-279
925
$418K 0.01%
7,582
35 36
37
38 39