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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
$455M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.86M
3
+$1.76M
4
MAIN icon
Main Street Capital
MAIN
+$1.58M
5
JPM icon
JPMorgan Chase
JPM
+$1.11M

Top Sells

1
+$7.38M
2
+$1.24M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$915K
5
DWSH icon
AdvisorShares Dorsey Wright Short ETF
DWSH
+$846K

Sector Composition

1 Technology 18.32%
2 Consumer Discretionary 9.28%
3 Financials 6.21%
4 Healthcare 5.16%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$498K 0.11%
16,500
+7,391
227
$498K 0.11%
6,172
-1,228
228
$496K 0.11%
2,500
229
$491K 0.11%
10,016
-3,800
230
$483K 0.11%
4,744
+168
231
$474K 0.1%
7,154
-34
232
$469K 0.1%
22,003
-685
233
$463K 0.1%
5,630
234
$462K 0.1%
+33,445
235
$461K 0.1%
11,631
+6
236
$458K 0.1%
24,887
+44
237
$456K 0.1%
3,129
+354
238
$453K 0.1%
8,744
+5,619
239
$453K 0.1%
46,859
240
$450K 0.1%
29,458
+10,081
241
$447K 0.1%
+8,298
242
$444K 0.1%
43,197
+2,304
243
$443K 0.1%
7,758
-3,840
244
$439K 0.1%
5,420
+1,795
245
$439K 0.1%
4,573
-3,398
246
$424K 0.09%
12,455
+986
247
$422K 0.09%
2,112
-49
248
$420K 0.09%
2,807
-88
249
$417K 0.09%
+4,619
250
$417K 0.09%
+6,760
8 9
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