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
951
$397K 0.01%
2,994
+307
952
$396K 0.01%
+7,760
953
$394K 0.01%
12,437
+1,021
954
$394K 0.01%
753
-9
955
$393K 0.01%
3,606
-203
956
$391K 0.01%
4,540
957
$391K 0.01%
3,784
-10
958
$391K 0.01%
3,976
959
$391K 0.01%
20,654
+3,029
960
$390K 0.01%
19,926
-1,448
961
$389K 0.01%
8,759
-36
962
$388K 0.01%
11,457
+1,865
963
$388K 0.01%
7,807
-406
964
$387K 0.01%
3,378
+171
965
$386K 0.01%
2,210
-763
966
$386K 0.01%
+6,424
967
$385K 0.01%
7,561
968
$384K 0.01%
1,927
+131
969
$384K 0.01%
+9,144
970
$381K 0.01%
19,307
+421
971
$380K 0.01%
2,030
-157
972
$379K 0.01%
8,500
-11
973
$379K 0.01%
8,400
974
$379K 0.01%
+5,385
975
$377K 0.01%
7,500
37 38
39
40 41