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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
326
$284K 0.06%
+6,202
327
$283K 0.06%
4,450
-1,475
328
$278K 0.06%
4,133
329
$276K 0.06%
21,056
+3,408
330
$275K 0.06%
+8,877
331
$275K 0.06%
33,397
332
$274K 0.06%
+4,504
333
$272K 0.06%
+18,284
334
$272K 0.06%
3,099
-218
335
$271K 0.06%
+6,173
336
$270K 0.06%
+18,489
337
$270K 0.06%
36,400
-24,100
338
$270K 0.06%
+4,584
339
$269K 0.06%
+7,880
340
$268K 0.06%
+1,408
341
$268K 0.06%
9,725
342
$267K 0.06%
33,195
343
$267K 0.06%
+2,145
344
$266K 0.06%
5,904
+165
345
$266K 0.06%
14,616
+4,423
346
$265K 0.06%
23,501
+6,957
347
$265K 0.06%
8,578
-6,727
348
$262K 0.06%
1,851
+200
349
$260K 0.06%
+8,010
350
$259K 0.06%
+7,043
12 13
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