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
1026
$342K 0.01%
15,032
+2,947
1027
$341K 0.01%
+4,755
1028
$341K 0.01%
807
-25
1029
$340K 0.01%
29,125
+272
1030
$340K 0.01%
9,500
-38
1031
$340K 0.01%
12,587
-142
1032
$339K 0.01%
4,137
-57
1033
$337K 0.01%
2,628
+2
1034
$336K 0.01%
2,653
+228
1035
$336K 0.01%
1,944
-50
1036
$335K 0.01%
4,372
+42
1037
$334K 0.01%
+9,006
1038
$334K 0.01%
3,458
-746
1039
$333K 0.01%
+5,516
1040
$332K 0.01%
2,327
+592
1041
$331K 0.01%
2,352
+198
1042
$330K 0.01%
3,950
-200
1043
$329K 0.01%
8,824
+727
1044
$329K 0.01%
4,482
+323
1045
$328K 0.01%
7,600
-670
1046
$328K 0.01%
28,821
-292
1047
$328K 0.01%
5,534
-428
1048
$327K 0.01%
2,415
-900
1049
$327K 0.01%
9,347
-10,026
1050
$325K 0.01%
6,357
+22
40 41
42
43 44