We are live on ! Find out more
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
201
$2.96M 0.1%
37,715
+4,231
202
$2.93M 0.1%
78,136
-3,087
203
$2.92M 0.1%
69,976
+7,253
204
$2.91M 0.1%
35,448
-9,176
205
$2.9M 0.1%
188,620
-67,439
206
$2.87M 0.1%
37,914
+16,046
207
$2.86M 0.1%
25,893
-3,543
208
$2.84M 0.09%
9,884
+4,088
209
$2.84M 0.09%
5,846
+146
210
$2.83M 0.09%
46,113
+302
211
$2.82M 0.09%
29,702
+910
212
$2.8M 0.09%
55,497
-391
213
$2.8M 0.09%
138,006
+7,051
214
$2.8M 0.09%
252,636
+331
215
$2.78M 0.09%
48,512
-22,108
216
$2.78M 0.09%
6,559
-821
217
$2.76M 0.09%
490,156
-19,258
218
$2.76M 0.09%
24,983
+1,350
219
$2.76M 0.09%
47,294
+321
220
$2.74M 0.09%
33,702
+63
221
$2.73M 0.09%
71,062
+8,951
222
$2.69M 0.09%
292,544
-10,686
223
$2.69M 0.09%
68,049
-31,464
224
$2.68M 0.09%
100,922
-9,067
225
$2.65M 0.09%
13,152
+347
7 8
9
10 11