We are live on ! Find out more
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
926
$279K 0.01%
8,866
-106,910
927
$278K 0.01%
1,558
+132
928
$277K 0.01%
1,873
+257
929
$277K 0.01%
+21,818
930
$277K 0.01%
7,744
-839
931
$276K 0.01%
14,164
-62
932
$276K 0.01%
5,415
+72
933
$272K 0.01%
5,700
934
$271K 0.01%
8,767
+144
935
$270K 0.01%
6,522
+1,256
936
$270K 0.01%
8,400
+992
937
$270K 0.01%
4,021
938
$269K 0.01%
1,459
-8
939
$269K 0.01%
2,961
-1,768
940
$269K 0.01%
5,335
-2,599
941
$269K 0.01%
11,227
+473
942
$268K 0.01%
10,873
-5,647
943
$268K 0.01%
7,238
+277
944
$268K 0.01%
5,941
-100
945
$267K 0.01%
2,022
-637
946
$267K 0.01%
36,591
-2,848
947
$267K 0.01%
+7,765
948
$267K 0.01%
5,289
-9,567
949
$266K 0.01%
8,160
+47
950
$262K 0.01%
7,133
36 37
38
39 40