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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
1151
$19.3K ﹤0.01%
1,449
-410
1152
$16.1K ﹤0.01%
753
-404
1153
$11.2K ﹤0.01%
10,000
1154
$5.04K ﹤0.01%
520
-20
1155
$3.25K ﹤0.01%
10,600
1156
– –
-13,720
1157
– –
-17,843
1158
– –
-16,214
1159
– –
-3,834
1160
– –
-151,745
1161
– –
-8,698
1162
– –
-1,212
1163
– –
-5,008
1164
– –
-5,140
1165
– –
-30,905
1166
– –
-8,562
1167
– –
-17,069
1168
– –
-13,388
1169
– –
-13,825
1170
– –
-8,150
1171
– –
-2,914
1172
– –
-2,633
1173
– –
-12,345
1174
– –
-3,938
1175
– –
-7,901
45 46
47
48 49