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
1076
$311K 0.01%
1,191
-599
1077
$309K 0.01%
12,891
-535
1078
$308K 0.01%
+11,019
1079
$308K 0.01%
1,129
-108
1080
$307K 0.01%
24,559
+425
1081
$306K 0.01%
6,969
-1,500
1082
$306K 0.01%
+4,571
1083
$306K 0.01%
5,700
1084
$306K 0.01%
4,995
+257
1085
$305K 0.01%
2,306
+73
1086
$305K 0.01%
18,000
1087
$304K 0.01%
+3,595
1088
$304K 0.01%
8,894
-6
1089
$303K 0.01%
3,682
+7
1090
$302K 0.01%
1,316
1091
$302K 0.01%
5,045
+347
1092
$300K 0.01%
5,871
1093
$299K 0.01%
614
-36
1094
$298K 0.01%
2,104
-80
1095
$297K 0.01%
8,144
+1,231
1096
$297K 0.01%
5,000
-300
1097
$296K 0.01%
30,914
+19,073
1098
$295K 0.01%
47,658
+384
1099
$294K 0.01%
19,556
-2,942
1100
$294K 0.01%
3,600
-135
42 43
44
45 46