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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
251
$1.29M 0.09%
22,894
+1,183
252
$1.29M 0.09%
19,415
-6,057
253
$1.29M 0.09%
40,399
254
$1.29M 0.09%
31,719
+9,020
255
$1.28M 0.09%
17,827
+142
256
$1.28M 0.09%
11,792
+351
257
$1.27M 0.09%
3,365
-214
258
$1.26M 0.09%
13,043
-165
259
$1.26M 0.09%
18,600
+3,250
260
$1.26M 0.09%
+41,864
261
$1.23M 0.09%
97,088
-1,061
262
$1.23M 0.08%
47,539
-3,655
263
$1.23M 0.08%
37,770
-1,739
264
$1.23M 0.08%
33,241
+15,700
265
$1.22M 0.08%
32,853
-1,108
266
$1.22M 0.08%
+31,932
267
$1.22M 0.08%
6,929
+3,684
268
$1.22M 0.08%
30,807
+4,121
269
$1.22M 0.08%
8,813
-521
270
$1.21M 0.08%
51,236
+832
271
$1.19M 0.08%
+37,921
272
$1.19M 0.08%
17,914
-8,928
273
$1.17M 0.08%
16,044
-5,095
274
$1.16M 0.08%
14,790
+286
275
$1.14M 0.08%
27,512
+4,315
9 10
11
12 13