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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
251
$416K 0.09%
7,212
+1,461
252
$411K 0.09%
8,129
+3,440
253
$411K 0.09%
3,694
+344
254
$410K 0.09%
+3,464
255
$410K 0.09%
92,350
+25,000
256
$409K 0.09%
1,320
+278
257
$408K 0.09%
4,264
+440
258
$405K 0.09%
16,643
+499
259
$400K 0.09%
4,779
+791
260
$398K 0.09%
6,541
+1,215
261
$396K 0.09%
7,120
262
$393K 0.09%
7,183
-1,965
263
$391K 0.09%
3,865
-36
264
$389K 0.09%
35,750
+1,500
265
$379K 0.08%
79,710
+18,150
266
$379K 0.08%
29,558
+4,901
267
$378K 0.08%
9,888
+1,566
268
$376K 0.08%
7,686
+276
269
$376K 0.08%
3,223
-1,258
270
$374K 0.08%
1,703
-3,543
271
$373K 0.08%
+5,458
272
$372K 0.08%
+4,336
273
$367K 0.08%
32,587
+2,150
274
$365K 0.08%
7,436
+161
275
$363K 0.08%
6,776
+241
9 10
11
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