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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
1201
– –
-6,943
1202
– –
-15,579
1203
– –
-3,254
1204
– –
-7,430
1205
– –
-3,500
1206
– –
-3,685
1207
– –
-38,050
1208
– –
-13,635
1209
– –
-2,298
1210
– –
-13,630
1211
– –
-18,258
1212
– –
-10,320
1213
– –
-4,499
1214
– –
-39,347
1215
– –
-8,172
1216
– –
-1,954
1217
– –
-8,541
1218
– –
-8,530
1219
– –
-4,206
1220
– –
-633
1221
– –
-52
1222
– –
-10,308
1223
– –
-1,055
1224
– –
-5,045
1225
– –
-7,757
47 48
49
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