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
976
$376K 0.01%
1,600
+78
977
$376K 0.01%
17,703
-778
978
$376K 0.01%
+1,758
979
$375K 0.01%
15,537
+704
980
$375K 0.01%
4,887
+235
981
$373K 0.01%
4,070
-6,162
982
$370K 0.01%
6,161
983
$369K 0.01%
19,641
-1,227
984
$368K 0.01%
14,303
985
$367K 0.01%
+21,723
986
$367K 0.01%
17,845
-1,725
987
$366K 0.01%
1,485
-1,168
988
$366K 0.01%
8,913
989
$366K 0.01%
2,561
-392
990
$365K 0.01%
3,992
+749
991
$365K 0.01%
+742
992
$363K 0.01%
5,022
993
$362K 0.01%
1,882
+12
994
$361K 0.01%
35,539
+1,500
995
$361K 0.01%
16,725
+1,075
996
$360K 0.01%
10,418
-6,695
997
$360K 0.01%
18,131
998
$358K 0.01%
15,337
+71
999
$358K 0.01%
15,609
-14,300
1000
$357K 0.01%
22,129
-823
38 39
40
41 42