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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
$340M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.3M
3
+$12.7M
4
FEMS icon
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$8.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.56%
2 Consumer Discretionary 7.72%
3 Healthcare 5.85%
4 Financials 5.61%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$834K 0.25%
+10,766
102
$833K 0.24%
+6,002
103
$829K 0.24%
+18,123
104
$827K 0.24%
+6,531
105
$824K 0.24%
+16,909
106
$816K 0.24%
+29,448
107
$811K 0.24%
+39,983
108
$804K 0.24%
+53,616
109
$789K 0.23%
+11,299
110
$781K 0.23%
+17,036
111
$773K 0.23%
+6,697
112
$769K 0.23%
+20,478
113
$769K 0.23%
+29,032
114
$765K 0.23%
+74,982
115
$762K 0.22%
+22,339
116
$754K 0.22%
+7,081
117
$749K 0.22%
+6,165
118
$740K 0.22%
+108,249
119
$739K 0.22%
+51,300
120
$730K 0.21%
+6,381
121
$720K 0.21%
+5,186
122
$719K 0.21%
+17,770
123
$716K 0.21%
+8,915
124
$712K 0.21%
+4,311
125
$711K 0.21%
+6,229
3 4
5
6 7