We are live on ! Find out more
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
126
$709K 0.21%
+9,479
127
$685K 0.2%
+36,815
128
$679K 0.2%
+20,375
129
$675K 0.2%
+32,438
130
$669K 0.2%
+27,413
131
$668K 0.2%
+5,412
132
$667K 0.2%
+15,903
133
$649K 0.19%
+6,783
134
$646K 0.19%
+7,971
135
$639K 0.19%
+5,069
136
$628K 0.18%
+24,423
137
$625K 0.18%
+7,920
138
$624K 0.18%
+26,237
139
$620K 0.18%
+1,829
140
$618K 0.18%
+10,477
141
$615K 0.18%
+984
142
$610K 0.18%
+21,785
143
$610K 0.18%
+56,567
144
$609K 0.18%
+4,303
145
$604K 0.18%
+6,530
146
$604K 0.18%
+26,889
147
$604K 0.18%
+12,062
148
$604K 0.18%
+58,890
149
$602K 0.18%
+36,756
150
$597K 0.18%
+16,161
4 5
6
7 8