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
1101
$294K 0.01%
+12,893
1102
$293K 0.01%
+2,629
1103
$292K 0.01%
10,035
+27
1104
$291K 0.01%
15,615
+26
1105
$291K 0.01%
7,933
+708
1106
$290K 0.01%
+13,922
1107
$289K 0.01%
8,877
-1,430
1108
$289K 0.01%
+3,750
1109
$289K 0.01%
5,114
-1,587
1110
$288K 0.01%
2,810
-500
1111
$288K 0.01%
632
-3
1112
$287K 0.01%
10,531
-5,572
1113
$286K 0.01%
1,577
1114
$286K 0.01%
+7,185
1115
$285K 0.01%
9,020
+2,000
1116
$285K 0.01%
8,750
1117
$284K 0.01%
1,947
+19
1118
$284K 0.01%
1,807
-1,612
1119
$281K 0.01%
2,129
-1,251
1120
$281K 0.01%
4,791
-342
1121
$281K 0.01%
4,337
-2
1122
$280K 0.01%
5,515
-252
1123
$280K 0.01%
22,947
+600
1124
$279K 0.01%
21,089
-8,156
1125
$278K 0.01%
1,592
-6
43 44
45
46 47