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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
951
$262K 0.01%
1,139
-3
952
$262K 0.01%
6,955
-425
953
$262K 0.01%
3,703
+13
954
$261K 0.01%
4,140
-7,350
955
$261K 0.01%
5,077
+37
956
$260K 0.01%
8,549
957
$260K 0.01%
30,439
+4,099
958
$260K 0.01%
1,292
+43
959
$259K 0.01%
2,445
-1,065
960
$258K 0.01%
+4,789
961
$258K 0.01%
7,178
+1,340
962
$257K 0.01%
1,267
-87
963
$257K 0.01%
1,250
+78
964
$256K 0.01%
9,581
-3,641
965
$255K 0.01%
+14,935
966
$254K 0.01%
1,271
967
$252K 0.01%
3,787
+244
968
$252K 0.01%
+6,858
969
$250K 0.01%
1,559
-163
970
$250K 0.01%
+9,329
971
$250K 0.01%
1,892
-489
972
$250K 0.01%
7,384
-908
973
$249K 0.01%
11,322
974
$249K 0.01%
8,807
975
$249K 0.01%
+10,000
37 38
39
40 41