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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
1
$15.4M 4.53%
+157,980
2
$13.9M 4.09%
+218,840
3
$12.1M 3.57%
+76,957
4
$9.23M 2.71%
+1,400,440
5
$7.38M 2.17%
+295,428
6
$7.36M 2.16%
+244,109
7
$6.58M 1.93%
+25,512
8
$5.64M 1.66%
+29,620
9
$5.21M 1.53%
+397,131
10
$4.62M 1.36%
+64,837
11
$4.36M 1.28%
+16,863
12
$3.84M 1.13%
+84,240
13
$3.73M 1.1%
+51,912
14
$3.43M 1.01%
+59,000
15
$3.29M 0.97%
+20,393
16
$3.1M 0.91%
+21,561
17
$2.94M 0.86%
+19,869
18
$2.77M 0.82%
+54,260
19
$2.73M 0.8%
+72,570
20
$2.68M 0.79%
+9,390
21
$2.63M 0.77%
+38,899
22
$2.49M 0.73%
+14,939
23
$2.37M 0.7%
+12,693
24
$2.36M 0.69%
+43,981
25
$2.32M 0.68%
+26,781
1
2 3 4 5