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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
326
$929K 0.06%
21,647
+165
327
$925K 0.06%
8,230
+530
328
$919K 0.06%
22,586
+1,654
329
$917K 0.06%
51,131
+33,517
330
$915K 0.06%
15,310
-594
331
$912K 0.06%
80,525
-800
332
$909K 0.06%
18,875
+120
333
$908K 0.06%
5,213
+277
334
$908K 0.06%
23,600
+10,950
335
$905K 0.06%
5,961
-3
336
$895K 0.06%
86,472
+19,542
337
$892K 0.06%
6,961
-185
338
$890K 0.06%
11,257
+2,289
339
$889K 0.06%
1,856
+15
340
$883K 0.06%
9,358
-30
341
$879K 0.06%
9,294
+2,650
342
$868K 0.06%
6,581
+498
343
$864K 0.06%
11,642
+1,357
344
$864K 0.06%
3,543
-21
345
$857K 0.06%
16,872
-2,737
346
$855K 0.06%
54,697
+7,267
347
$855K 0.06%
61,000
-1,000
348
$852K 0.06%
60,840
-28,093
349
$850K 0.06%
21,509
-1,193
350
$848K 0.06%
6,129
+150
12 13
14
15 16