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
1126
$278K 0.01%
28,400
1127
$277K 0.01%
10,323
1128
$276K 0.01%
1,476
-183
1129
$275K 0.01%
+10,358
1130
$274K 0.01%
3,972
-4,095
1131
$274K 0.01%
+6,990
1132
$274K 0.01%
+6,745
1133
$273K 0.01%
2,912
-1,890
1134
$273K 0.01%
1,108
-312
1135
$272K 0.01%
12,224
-2,003
1136
$272K 0.01%
14,000
1137
$270K 0.01%
21,515
+309
1138
$270K 0.01%
4,027
-1,028
1139
$270K 0.01%
5,797
-114
1140
$269K 0.01%
5,373
-332
1141
$268K 0.01%
4,322
-1,625
1142
$268K 0.01%
3,957
+141
1143
$267K 0.01%
11,898
-3,239
1144
$267K 0.01%
+4,200
1145
$265K 0.01%
21,545
+937
1146
$264K 0.01%
8,000
1147
$263K 0.01%
+8,568
1148
$263K 0.01%
10,000
1149
$262K 0.01%
3,148
-92
1150
$262K 0.01%
+3,233
44 45
46
47 48