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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
101
$5.79M 0.19%
38,056
-130
102
$5.79M 0.19%
60,147
+1,124
103
$5.73M 0.19%
65,220
+3,986
104
$5.67M 0.19%
28,703
+6,828
105
$5.62M 0.19%
40,851
-5,392
106
$5.39M 0.18%
46,783
-105
107
$5.38M 0.18%
19,204
+502
108
$5.23M 0.17%
10,011
-95
109
$5.18M 0.17%
24,061
+745
110
$5.11M 0.17%
14,073
+3,823
111
$5.09M 0.17%
141,276
+23,566
112
$5.07M 0.17%
51,169
-5,416
113
$5.06M 0.17%
57,002
+2,757
114
$5M 0.17%
37,965
+11,239
115
$4.93M 0.16%
588,528
+11,312
116
$4.89M 0.16%
156,044
+13,515
117
$4.89M 0.16%
131,568
+19,893
118
$4.87M 0.16%
131,856
+76,963
119
$4.85M 0.16%
100,745
+2,111
120
$4.79M 0.16%
205,227
+193,361
121
$4.76M 0.16%
162,977
+1,616
122
$4.64M 0.15%
21,890
+4,805
123
$4.63M 0.15%
100,158
-340
124
$4.63M 0.15%
49,824
-1,855
125
$4.55M 0.15%
89,031
+24,344
3 4
5
6 7