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
926
$418K 0.01%
6,441
+2,181
927
$418K 0.01%
5,562
+1,556
928
$418K 0.01%
3,718
+177
929
$418K 0.01%
+11,836
930
$417K 0.01%
3,381
+139
931
$413K 0.01%
2,543
+6
932
$413K 0.01%
3,728
-1,184
933
$412K 0.01%
26,932
+4,710
934
$409K 0.01%
7,133
+838
935
$409K 0.01%
+1,164
936
$409K 0.01%
14,727
-266
937
$409K 0.01%
273
-87
938
$408K 0.01%
4,943
+1,815
939
$408K 0.01%
1,296
-2,816
940
$406K 0.01%
13,625
941
$405K 0.01%
3,155
+78
942
$404K 0.01%
3,320
-44
943
$404K 0.01%
1,712
-62
944
$401K 0.01%
8,625
945
$400K 0.01%
12,526
+372
946
$399K 0.01%
4,109
-193
947
$398K 0.01%
7,651
+571
948
$397K 0.01%
170
+45
949
$397K 0.01%
9,346
-55
950
$397K 0.01%
+15,316
36 37
38
39 40