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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
976
$248K 0.01%
8,225
+556
977
$247K 0.01%
28,553
-24,950
978
$247K 0.01%
4,369
-1,747
979
$247K 0.01%
851
+139
980
$246K 0.01%
1,828
+109
981
$245K 0.01%
+1,577
982
$245K 0.01%
+4,980
983
$244K 0.01%
8,600
984
$244K 0.01%
5,872
+997
985
$244K 0.01%
5,269
-819
986
$244K 0.01%
8,127
-3,990
987
$244K 0.01%
6,435
988
$243K 0.01%
8,000
989
$243K 0.01%
143
-30
990
$243K 0.01%
+7,954
991
$243K 0.01%
4,233
+191
992
$242K 0.01%
5,945
-855
993
$242K 0.01%
5,666
+792
994
$242K 0.01%
+3,602
995
$242K 0.01%
3,577
+222
996
$242K 0.01%
1,433
997
$240K 0.01%
32,268
+19,580
998
$240K 0.01%
2,058
+231
999
$240K 0.01%
2,206
+38
1000
$240K 0.01%
3,239
-62
38 39
40
41 42