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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
1001
$240K 0.01%
519
+16
1002
$239K 0.01%
+3,297
1003
$239K 0.01%
+2,183
1004
$238K 0.01%
2,016
+25
1005
$238K 0.01%
8,200
1006
$238K 0.01%
4,289
+64
1007
$237K 0.01%
11,149
1008
$237K 0.01%
1,459
-417
1009
$237K 0.01%
6,078
-705
1010
$236K 0.01%
+5,777
1011
$236K 0.01%
1,804
1012
$235K 0.01%
3,503
-2,142
1013
$235K 0.01%
3,223
-454
1014
$235K 0.01%
4,879
-658
1015
$234K 0.01%
248
+2
1016
$234K 0.01%
9,485
1017
$233K 0.01%
+4,050
1018
$232K 0.01%
6,143
1019
$232K 0.01%
3,062
+5
1020
$232K 0.01%
1,663
-177
1021
$232K 0.01%
+183
1022
$232K 0.01%
3,813
+9
1023
$230K 0.01%
3,535
+349
1024
$230K 0.01%
7,864
-2,287
1025
$229K 0.01%
12,717
-56
39 40
41
42 43