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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
151
$3.82M 0.13%
128,257
+93,685
152
$3.8M 0.13%
33,850
+4,008
153
$3.78M 0.13%
331,888
+2,430
154
$3.75M 0.12%
39,694
+2,524
155
$3.74M 0.12%
37,247
+4,478
156
$3.74M 0.12%
16,990
+108
157
$3.72M 0.12%
235,054
-26,102
158
$3.68M 0.12%
95,351
+14,639
159
$3.67M 0.12%
15,261
+493
160
$3.65M 0.12%
25,207
-1,010
161
$3.64M 0.12%
21,482
-11
162
$3.63M 0.12%
39,804
-2,244
163
$3.62M 0.12%
29,978
+2,519
164
$3.62M 0.12%
+70,686
165
$3.61M 0.12%
+50,601
166
$3.6M 0.12%
24,912
+3,202
167
$3.6M 0.12%
157,894
-9,430
168
$3.59M 0.12%
206,475
+30,835
169
$3.52M 0.12%
35,104
-296
170
$3.52M 0.12%
6,676
+981
171
$3.49M 0.12%
68,325
+14,745
172
$3.48M 0.12%
277,631
+21,096
173
$3.46M 0.12%
48,126
+3,425
174
$3.46M 0.11%
79,275
+13,144
175
$3.44M 0.11%
66,810
-7,288
5 6
7
8 9