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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
1101
$201K 0.01%
2,704
+216
1102
$201K 0.01%
+7,440
1103
$201K 0.01%
+1,475
1104
$200K 0.01%
24,387
+503
1105
$197K 0.01%
23,000
1106
$189K 0.01%
+22,133
1107
$184K 0.01%
+14,350
1108
$182K 0.01%
+17,787
1109
$181K 0.01%
20,371
+2,171
1110
$179K 0.01%
+23,303
1111
$173K 0.01%
+13,150
1112
$172K 0.01%
+15,261
1113
$168K 0.01%
+35,353
1114
$164K 0.01%
10,768
-3,400
1115
$164K 0.01%
+10,778
1116
$164K 0.01%
12,958
-6,064
1117
$160K 0.01%
+12,553
1118
$158K 0.01%
11,747
-38,345
1119
$158K 0.01%
30,476
-34,780
1120
$150K 0.01%
+16,547
1121
$149K 0.01%
11,604
-739
1122
$145K ﹤0.01%
15,022
-747
1123
$142K ﹤0.01%
14,265
+1,000
1124
$139K ﹤0.01%
+53,352
1125
$136K ﹤0.01%
22,100
-5,200
43 44
45
46 47