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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
1126
$134K ﹤0.01%
27,500
+500
1127
$122K ﹤0.01%
3,129
+86
1128
$121K ﹤0.01%
10,510
1129
$108K ﹤0.01%
16,550
-6,850
1130
$108K ﹤0.01%
+11,030
1131
$106K ﹤0.01%
20,056
-5,744
1132
$106K ﹤0.01%
44,100
-1,045
1133
$105K ﹤0.01%
23,466
1134
$99.8K ﹤0.01%
17,663
+1
1135
$96.1K ﹤0.01%
11,400
1136
$90.5K ﹤0.01%
15,151
-4,355
1137
$90.4K ﹤0.01%
11,171
1138
$86K ﹤0.01%
10,575
+205
1139
$84.1K ﹤0.01%
17,900
1140
$82K ﹤0.01%
+1,078
1141
$81.9K ﹤0.01%
18,791
+3,000
1142
$74.9K ﹤0.01%
10,900
1143
$65.2K ﹤0.01%
12,000
1144
$63.6K ﹤0.01%
11,559
-31,519
1145
$56.2K ﹤0.01%
10,826
-1,778
1146
$52.1K ﹤0.01%
13,194
-1,000
1147
$40.5K ﹤0.01%
+13,631
1148
$35.8K ﹤0.01%
+25,000
1149
$25.5K ﹤0.01%
10,353
1150
$24.2K ﹤0.01%
23,250
44 45
46
47 48