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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
276
$362K 0.08%
2,343
+280
277
$361K 0.08%
+4,205
278
$361K 0.08%
5,152
279
$361K 0.08%
19,815
+239
280
$357K 0.08%
6,011
-1,750
281
$354K 0.08%
32,184
+453
282
$352K 0.08%
1,828
+195
283
$351K 0.08%
25,775
+2,985
284
$347K 0.08%
+1,819
285
$346K 0.08%
9,045
-723
286
$345K 0.08%
11,384
-2,570
287
$345K 0.08%
+8,490
288
$345K 0.08%
+4,885
289
$344K 0.08%
22,406
-200
290
$343K 0.08%
11,286
-3,073
291
$338K 0.07%
6,177
+1,646
292
$331K 0.07%
4,367
+445
293
$331K 0.07%
9,786
+1,799
294
$330K 0.07%
+3,109
295
$330K 0.07%
16,544
+2,935
296
$329K 0.07%
14,123
-13,290
297
$329K 0.07%
8,024
+16
298
$328K 0.07%
+9,902
299
$325K 0.07%
1,904
-507
300
$324K 0.07%
+5,541
10 11
12
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