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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
201
$416K 0.12%
+6,087
202
$415K 0.12%
+1,303
203
$409K 0.12%
+7,188
204
$408K 0.12%
+35,261
205
$407K 0.12%
+24,843
206
$405K 0.12%
+22,688
207
$399K 0.12%
+30,915
208
$399K 0.12%
+2,895
209
$398K 0.12%
+8,321
210
$394K 0.12%
+807
211
$394K 0.12%
+9,343
212
$392K 0.12%
+4,481
213
$390K 0.11%
+11,625
214
$389K 0.11%
+7,120
215
$386K 0.11%
+15,144
216
$386K 0.11%
+13,954
217
$384K 0.11%
+4,576
218
$382K 0.11%
+2,930
219
$381K 0.11%
+7,761
220
$371K 0.11%
+7,570
221
$370K 0.11%
+3,901
222
$362K 0.11%
+6,291
223
$361K 0.11%
+5,427
224
$359K 0.11%
+15,305
225
$359K 0.11%
+14,120
7 8
9
10 11