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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
$1.45B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$3.9M
3
+$3.52M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$3.01M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.79M

Top Sells

1
+$4.01M
2
+$3.26M
3
+$2.38M
4
HDV
iShares Core High Dividend ETF
HDV
+$2.3M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.9M

Sector Composition

1 Technology 18.77%
2 Consumer Discretionary 7.18%
3 Financials 6.64%
4 Communication Services 3.56%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.43M 0.1%
26,020
+2,844
227
$1.42M 0.1%
11,600
+216
228
$1.42M 0.1%
28,980
+7,240
229
$1.42M 0.1%
20,480
+2,935
230
$1.42M 0.1%
59,984
-7,556
231
$1.4M 0.1%
29,523
-39,651
232
$1.39M 0.1%
14,568
+7,755
233
$1.39M 0.1%
15,755
+924
234
$1.38M 0.1%
79,302
+13,884
235
$1.38M 0.1%
10,252
+6,358
236
$1.37M 0.09%
147,952
-2,975
237
$1.37M 0.09%
12,730
+723
238
$1.37M 0.09%
15,582
+1,359
239
$1.35M 0.09%
85,217
+39,332
240
$1.35M 0.09%
20,256
-2,850
241
$1.35M 0.09%
50,579
+1,587
242
$1.35M 0.09%
6,931
+2,257
243
$1.33M 0.09%
18,336
+74
244
$1.32M 0.09%
112,546
+6,051
245
$1.32M 0.09%
51,399
-5,488
246
$1.31M 0.09%
46,775
+15,877
247
$1.31M 0.09%
12,014
+2,810
248
$1.31M 0.09%
19,657
-4,530
249
$1.29M 0.09%
10,555
-1,888
250
$1.29M 0.09%
68,647
+12,091
8 9
10
11 12