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
1001
$357K 0.01%
26,550
-15,750
1002
$357K 0.01%
+13,659
1003
$355K 0.01%
6,353
1004
$355K 0.01%
+15,000
1005
$354K 0.01%
2,505
+28
1006
$354K 0.01%
1,839
-23
1007
$354K 0.01%
16,430
+3,726
1008
$352K 0.01%
1,969
-1,119
1009
$352K 0.01%
8,336
1010
$351K 0.01%
2,481
-12
1011
$351K 0.01%
20,556
-522
1012
$350K 0.01%
7,080
+46
1013
$349K 0.01%
32,388
-43,057
1014
$348K 0.01%
14,853
+2,947
1015
$347K 0.01%
12,403
+1,032
1016
$347K 0.01%
12,801
+415
1017
$346K 0.01%
2,055
-169
1018
$346K 0.01%
9,981
+1,758
1019
$344K 0.01%
+6,379
1020
$344K 0.01%
6,583
-1,483
1021
$344K 0.01%
15,564
+3,063
1022
$343K 0.01%
13,500
-1,500
1023
$343K 0.01%
27,928
-109
1024
$343K 0.01%
3,663
-82
1025
$342K 0.01%
9,901
-1,000
39 40
41
42 43