We are live on ! Find out more
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
1051
$221K 0.01%
+2,880
1052
$220K 0.01%
3,116
+32
1053
$220K 0.01%
4,422
-100
1054
$219K 0.01%
+1,056
1055
$219K 0.01%
4,952
-6,360
1056
$219K 0.01%
2,099
1057
$218K 0.01%
1,194
+38
1058
$218K 0.01%
+15,171
1059
$218K 0.01%
1,325
1060
$217K 0.01%
1,161
+71
1061
$217K 0.01%
+18,434
1062
$216K 0.01%
900
-100
1063
$215K 0.01%
664
-485
1064
$215K 0.01%
7,074
-1,223
1065
$215K 0.01%
+924
1066
$213K 0.01%
+905
1067
$213K 0.01%
4,343
1068
$212K 0.01%
+2,689
1069
$212K 0.01%
2,467
-800
1070
$212K 0.01%
19,992
-6,200
1071
$212K 0.01%
2,585
-254
1072
$211K 0.01%
7,030
-212
1073
$211K 0.01%
8,109
+33
1074
$211K 0.01%
3,506
-23,678
1075
$211K 0.01%
2,002
+3
41 42
43
44 45