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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
1026
$229K 0.01%
17,055
+35
1027
$229K 0.01%
5,357
-47
1028
$228K 0.01%
7,050
1029
$228K 0.01%
5,646
+629
1030
$228K 0.01%
+4,985
1031
$228K 0.01%
+3,330
1032
$228K 0.01%
1,007
+1
1033
$228K 0.01%
+4,346
1034
$227K 0.01%
+1,578
1035
$227K 0.01%
2,500
1036
$225K 0.01%
3,157
+17
1037
$224K 0.01%
2,981
-29
1038
$224K 0.01%
+4,115
1039
$224K 0.01%
1,550
-33
1040
$224K 0.01%
8,965
+668
1041
$224K 0.01%
4,538
-75
1042
$224K 0.01%
1,594
-25
1043
$223K 0.01%
6,236
+99
1044
$223K 0.01%
1,919
+245
1045
$223K 0.01%
7,926
-682
1046
$223K 0.01%
+11,600
1047
$223K 0.01%
10,600
-4,000
1048
$222K 0.01%
15,193
-3,175
1049
$222K 0.01%
+2,052
1050
$222K 0.01%
1,659
+2
40 41
42
43 44