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
1151
$260K 0.01%
4,970
1152
$260K 0.01%
3,776
+48
1153
$259K 0.01%
1,664
+192
1154
$259K 0.01%
5,519
-5,346
1155
$258K 0.01%
1,788
1156
$257K 0.01%
+9,227
1157
$257K 0.01%
2,291
-355
1158
$256K 0.01%
2,356
-114
1159
$256K 0.01%
4,898
+278
1160
$256K 0.01%
10,000
1161
$256K 0.01%
3,258
1162
$255K 0.01%
+4,501
1163
$255K 0.01%
+1,649
1164
$254K 0.01%
2,849
-691
1165
$252K 0.01%
+8,356
1166
$252K 0.01%
3,444
+125
1167
$252K 0.01%
+7,882
1168
$251K 0.01%
3,153
-24
1169
$251K 0.01%
+16,622
1170
$251K 0.01%
7,612
1171
$251K 0.01%
2,358
-300
1172
$250K 0.01%
1,807
-406
1173
$250K 0.01%
+7,159
1174
$249K 0.01%
+7,764
1175
$249K 0.01%
8,617
-306
45 46
47
48 49