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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
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.3M
3
+$12.7M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$8.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 7.72%
3 Healthcare 5.85%
4 Financials 5.61%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.31%
+11,917
77
$1.06M 0.31%
+9,566
78
$1.04M 0.31%
+9,355
79
$1.03M 0.3%
+27,183
80
$1.02M 0.3%
+1,346
81
$1.02M 0.3%
+78,236
82
$1.02M 0.3%
+6,150
83
$1.01M 0.3%
+9,156
84
$1,000K 0.29%
+22,598
85
$969K 0.28%
+91,600
86
$961K 0.28%
+71,905
87
$956K 0.28%
+19,618
88
$950K 0.28%
+4,013
89
$950K 0.28%
+10,723
90
$940K 0.28%
+11,439
91
$934K 0.27%
+70,967
92
$902K 0.27%
+15,968
93
$901K 0.26%
+34,494
94
$892K 0.26%
+15,598
95
$886K 0.26%
+5,283
96
$879K 0.26%
+80,475
97
$861K 0.25%
+33,424
98
$846K 0.25%
+23,788
99
$835K 0.25%
+20,030
100
$835K 0.25%
+3,347
2 3
4
5 6