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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
176
$483K 0.14%
+19,648
177
$479K 0.14%
+9,148
178
$478K 0.14%
+3,610
179
$477K 0.14%
+4,024
180
$469K 0.14%
+5,246
181
$468K 0.14%
+21,175
182
$464K 0.14%
+16,700
183
$459K 0.13%
+2,500
184
$457K 0.13%
+2,098
185
$456K 0.13%
+5,237
186
$454K 0.13%
+11,469
187
$452K 0.13%
+31,138
188
$452K 0.13%
+47,755
189
$450K 0.13%
+12,605
190
$447K 0.13%
+13,485
191
$434K 0.13%
+30,220
192
$433K 0.13%
+2,497
193
$433K 0.13%
+9,819
194
$432K 0.13%
+2,958
195
$430K 0.13%
+46,859
196
$427K 0.13%
+17,849
197
$424K 0.12%
+8,096
198
$423K 0.12%
+24,573
199
$419K 0.12%
+23,115
200
$418K 0.12%
+14,359
6 7
8
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