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
1051
$325K 0.01%
2,600
+831
1052
$324K 0.01%
+10,434
1053
$324K 0.01%
4,999
+463
1054
$323K 0.01%
2,025
-4
1055
$322K 0.01%
4,887
-350
1056
$322K 0.01%
7,452
+10
1057
$321K 0.01%
1,036
+162
1058
$320K 0.01%
4,678
+18
1059
$320K 0.01%
7,846
+27
1060
$320K 0.01%
2,397
1061
$320K 0.01%
11,187
+1,504
1062
$319K 0.01%
3,995
+42
1063
$319K 0.01%
2,901
-107
1064
$318K 0.01%
9,264
-2,178
1065
$318K 0.01%
818
-37
1066
$317K 0.01%
27,021
1067
$317K 0.01%
7,800
+611
1068
$316K 0.01%
1,978
+870
1069
$315K 0.01%
10,047
+3,334
1070
$315K 0.01%
7,411
-13
1071
$314K 0.01%
3,562
-236
1072
$313K 0.01%
1,844
+208
1073
$312K 0.01%
6,216
+1,468
1074
$312K 0.01%
2,134
-195
1075
$312K 0.01%
289
-95
41 42
43
44 45