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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
176
$3.42M 0.11%
172,786
+53,832
177
$3.39M 0.11%
18,801
-35
178
$3.39M 0.11%
488,031
+23,535
179
$3.37M 0.11%
107,171
+7,191
180
$3.33M 0.11%
126,424
+7,766
181
$3.25M 0.11%
46,478
+3,548
182
$3.25M 0.11%
11,207
+129
183
$3.24M 0.11%
16,983
+196
184
$3.22M 0.11%
53,895
+10,091
185
$3.2M 0.11%
22,971
-168
186
$3.19M 0.11%
39,747
+11,090
187
$3.19M 0.11%
9,691
-697
188
$3.17M 0.11%
135,001
+19,343
189
$3.16M 0.1%
61,584
+49,944
190
$3.14M 0.1%
42,157
+2,998
191
$3.13M 0.1%
142,827
-1,550
192
$3.1M 0.1%
18,592
-1,670
193
$3.08M 0.1%
105,202
-37,417
194
$3.08M 0.1%
18,372
+523
195
$3.06M 0.1%
20,697
+13,564
196
$3.05M 0.1%
71,038
-11,219
197
$3.05M 0.1%
50,570
-10,924
198
$3.03M 0.1%
108,314
-10,192
199
$3.02M 0.1%
25,730
-3,211
200
$3M 0.1%
23,240
-11,451
6 7
8
9 10