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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
151
$591K 0.17%
+94,575
152
$585K 0.17%
+41,613
153
$582K 0.17%
+8,037
154
$579K 0.17%
+11,598
155
$578K 0.17%
+146,593
156
$574K 0.17%
+30,686
157
$571K 0.17%
+189,520
158
$552K 0.16%
+7,562
159
$546K 0.16%
+5,153
160
$544K 0.16%
+7,400
161
$542K 0.16%
+6,790
162
$542K 0.16%
+3,779
163
$536K 0.16%
+5,051
164
$519K 0.15%
+10,748
165
$517K 0.15%
+17,975
166
$516K 0.15%
+3,079
167
$516K 0.15%
+2,722
168
$515K 0.15%
+13,816
169
$513K 0.15%
+12,201
170
$508K 0.15%
+2,506
171
$506K 0.15%
+3,502
172
$503K 0.15%
+35,165
173
$495K 0.15%
+7,970
174
$488K 0.14%
+6,431
175
$487K 0.14%
+7,747
5 6
7
8 9