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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
1076
$211K 0.01%
4,379
+523
1077
$211K 0.01%
+34,500
1078
$210K 0.01%
598
-1,239
1079
$210K 0.01%
+3,672
1080
$210K 0.01%
17,294
+307
1081
$209K 0.01%
2,337
-200
1082
$208K 0.01%
+7,137
1083
$208K 0.01%
+2,577
1084
$208K 0.01%
1,651
-119
1085
$208K 0.01%
+1,485
1086
$208K 0.01%
24,419
1087
$207K 0.01%
10,456
-53
1088
$207K 0.01%
18,182
+1
1089
$207K 0.01%
6,651
-3,075
1090
$207K 0.01%
+1,700
1091
$206K 0.01%
+4,917
1092
$205K 0.01%
3,571
-2,183
1093
$205K 0.01%
+8,165
1094
$205K 0.01%
2,825
-19,237
1095
$205K 0.01%
+13,680
1096
$204K 0.01%
7,020
1097
$204K 0.01%
+2,580
1098
$204K 0.01%
1,927
-131
1099
$203K 0.01%
+48,989
1100
$203K 0.01%
12,661
-4,529
42 43
44
45 46