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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
301
$1.05M 0.07%
8,632
+78
302
$1.03M 0.07%
3,132
+46
303
$1.03M 0.07%
30,854
-8,619
304
$1.03M 0.07%
4,053
+95
305
$1.03M 0.07%
87,144
+1,697
306
$1.03M 0.07%
90,203
-41,574
307
$1.02M 0.07%
10,092
-1,925
308
$1.01M 0.07%
25,016
-1,128
309
$1.01M 0.07%
11,633
+7,765
310
$1M 0.07%
11,379
-2,297
311
$1M 0.07%
7,802
+641
312
$993K 0.07%
9,988
+2,431
313
$977K 0.07%
12,799
+400
314
$976K 0.07%
19,656
-275
315
$958K 0.07%
28,174
+3,460
316
$958K 0.07%
183,900
+16,000
317
$958K 0.07%
3,913
+252
318
$955K 0.07%
4,669
+137
319
$947K 0.07%
35,036
+4,294
320
$937K 0.06%
20,343
-220
321
$935K 0.06%
8,472
+142
322
$935K 0.06%
+25,632
323
$931K 0.06%
10,958
+1,769
324
$930K 0.06%
32,595
-193
325
$930K 0.06%
44,688
+14,830
11 12
13
14 15