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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
301
$323K 0.07%
3,976
+1,059
302
$321K 0.07%
+6,159
303
$321K 0.07%
11,717
+2,342
304
$319K 0.07%
3,913
+1,186
305
$319K 0.07%
4,034
+310
306
$318K 0.07%
9,053
-1,350
307
$315K 0.07%
+23,375
308
$314K 0.07%
2,940
+243
309
$312K 0.07%
1,620
-15
310
$312K 0.07%
+2,306
311
$310K 0.07%
13,322
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312
$306K 0.07%
3,526
-58
313
$305K 0.07%
9,802
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314
$302K 0.07%
+1,180
315
$301K 0.07%
+1,056
316
$301K 0.07%
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317
$296K 0.07%
29,500
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318
$295K 0.06%
7,126
+400
319
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909
-222
320
$295K 0.06%
+7,532
321
$292K 0.06%
+7,168
322
$292K 0.06%
9,592
+1,605
323
$292K 0.06%
10,299
-74
324
$290K 0.06%
22,461
325
$286K 0.06%
7,026
-831
11 12
13
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