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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
76
$7.18M 0.24%
46,756
-2,631
77
$7.17M 0.24%
16,843
+1,163
78
$7.14M 0.24%
70,306
+9,982
79
$7.06M 0.23%
39,741
-2,788
80
$7.05M 0.23%
90,680
+5,544
81
$7.04M 0.23%
20,573
+3,084
82
$6.87M 0.23%
36,485
-7,717
83
$6.84M 0.23%
137,137
-23,920
84
$6.77M 0.23%
+232,708
85
$6.63M 0.22%
57,565
+12,044
86
$6.62M 0.22%
165,456
-23,851
87
$6.54M 0.22%
191,506
+7,755
88
$6.42M 0.21%
53,893
+698
89
$6.36M 0.21%
933,051
+77,977
90
$6.34M 0.21%
92,345
-1,835
91
$6.3M 0.21%
178,680
-735
92
$6.22M 0.21%
51,485
-8,287
93
$6.21M 0.21%
38,940
+4,925
94
$6.17M 0.21%
281,892
+13,371
95
$6.1M 0.2%
162,972
+25,573
96
$6.09M 0.2%
193,605
+8,298
97
$6.07M 0.2%
111,035
+105,206
98
$5.96M 0.2%
17,826
+654
99
$5.96M 0.2%
33,995
+1,928
100
$5.95M 0.2%
87,711
+1,136
2 3
4
5 6