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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
1
$235M 7.81%
1,751,446
-40,418
2
$116M 3.85%
462,907
+7,590
3
$86.2M 2.86%
371,785
-9,507
4
$72.8M 2.42%
332,054
+14,282
5
$67.4M 2.24%
159,885
+10,727
6
$65.1M 2.16%
127,253
+3,254
7
$59.5M 1.98%
101,602
+14,617
8
$43.4M 1.44%
73,758
+7,968
9
$37.3M 1.24%
128,565
+3,049
10
$32.2M 1.07%
79,634
-3,333
11
$30.9M 1.03%
33,682
+2,153
12
$28.4M 0.94%
1,307,048
+105,486
13
$27.9M 0.93%
493,849
+46,918
14
$25.6M 0.85%
432,761
+26,082
15
$23.8M 0.79%
124,940
+6,832
16
$22.7M 0.75%
38,747
+6,529
17
$21M 0.7%
180,950
+710
18
$20.1M 0.67%
357,011
+10,026
19
$19.6M 0.65%
+218,127
20
$19.5M 0.65%
282,528
+28,601
21
$19.1M 0.64%
253,191
+147,374
22
$19.1M 0.64%
100,991
+14,427
23
$19.1M 0.63%
532,934
+211,414
24
$18.8M 0.63%
334,214
+18,690
25
$18.6M 0.62%
423,155
+13,811
1
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