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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
126
$4.5M 0.15%
8,887
-3,259
127
$4.48M 0.15%
51,024
-2,133
128
$4.35M 0.14%
14,642
+2,372
129
$4.31M 0.14%
151,682
-214,104
130
$4.3M 0.14%
100,541
-3,297
131
$4.28M 0.14%
72,338
+24,238
132
$4.26M 0.14%
24,085
+3,116
133
$4.24M 0.14%
159,909
-5,734
134
$4.13M 0.14%
42,667
+4,096
135
$4.12M 0.14%
217,593
+19,670
136
$4.12M 0.14%
36,976
+4,995
137
$4.09M 0.14%
46,779
-89,050
138
$4.06M 0.13%
293,118
+37,663
139
$4.03M 0.13%
96,179
-13,854
140
$4.01M 0.13%
24,036
+3,118
141
$4M 0.13%
6,852
-2,154
142
$3.97M 0.13%
316,013
+46,713
143
$3.95M 0.13%
78,722
+3,397
144
$3.94M 0.13%
125,862
-11,952
145
$3.93M 0.13%
89,419
-5,228
146
$3.92M 0.13%
75,098
-2,632
147
$3.91M 0.13%
225,815
-450
148
$3.86M 0.13%
73,642
+1,348
149
$3.84M 0.13%
74,345
+20,711
150
$3.82M 0.13%
44,444
+32,254
4 5
6
7 8