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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
351
$258K 0.06%
8,413
352
$258K 0.06%
2,035
-54
353
$258K 0.06%
+2,535
354
$258K 0.06%
980
355
$257K 0.06%
+1,282
356
$254K 0.06%
2,663
+45
357
$253K 0.06%
+2,270
358
$250K 0.05%
9,411
+370
359
$249K 0.05%
1,521
-400
360
$248K 0.05%
4,223
-58
361
$247K 0.05%
+4,278
362
$247K 0.05%
3,597
-120
363
$246K 0.05%
+1,147
364
$245K 0.05%
+1,412
365
$244K 0.05%
4,681
-1,389
366
$244K 0.05%
+10,398
367
$243K 0.05%
+5,416
368
$242K 0.05%
+5,908
369
$241K 0.05%
+8,015
370
$241K 0.05%
+668
371
$240K 0.05%
15,789
+216
372
$238K 0.05%
+2,226
373
$237K 0.05%
+2,058
374
$237K 0.05%
+11,100
375
$236K 0.05%
+3,028
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