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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
276
$1.14M 0.08%
14,786
-788
277
$1.14M 0.08%
11,934
-353
278
$1.14M 0.08%
39,862
+6,405
279
$1.14M 0.08%
17,755
-1,423
280
$1.13M 0.08%
107,600
-10,186
281
$1.12M 0.08%
64,916
+4,033
282
$1.12M 0.08%
33,435
+8,075
283
$1.12M 0.08%
25,841
+4,140
284
$1.11M 0.08%
17,368
-3,627
285
$1.11M 0.08%
38,584
+3,633
286
$1.1M 0.08%
13,237
-1,562
287
$1.1M 0.08%
33,217
+1,457
288
$1.09M 0.08%
11,156
-33,158
289
$1.08M 0.07%
4,807
-288
290
$1.08M 0.07%
53,795
-114,525
291
$1.08M 0.07%
10,156
+6,087
292
$1.08M 0.07%
21,633
-33,342
293
$1.08M 0.07%
11,074
+132
294
$1.08M 0.07%
22,613
+2,467
295
$1.08M 0.07%
14,745
+4,146
296
$1.08M 0.07%
213,001
+85,058
297
$1.07M 0.07%
69,856
-10,588
298
$1.07M 0.07%
26,500
+1,000
299
$1.07M 0.07%
91,930
+13,868
300
$1.05M 0.07%
16,296
-15,134
10 11
12
13 14