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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
351
$841K 0.06%
182,063
+95,410
352
$840K 0.06%
10,026
-1,449
353
$836K 0.06%
16,500
354
$834K 0.06%
12,809
+3,574
355
$831K 0.06%
81,990
+1,202
356
$830K 0.06%
3,722
+895
357
$830K 0.06%
3,858
+67
358
$829K 0.06%
9,707
+860
359
$826K 0.06%
41,291
-6,395
360
$820K 0.06%
38,290
-2,651
361
$820K 0.06%
52,875
-1,900
362
$819K 0.06%
4,551
+42
363
$811K 0.06%
3,813
-102
364
$809K 0.06%
23,050
-30
365
$800K 0.06%
5,373
+559
366
$799K 0.06%
8,265
-1,185
367
$797K 0.06%
18,674
-5,534
368
$794K 0.05%
10,882
+763
369
$793K 0.05%
14,146
+289
370
$783K 0.05%
+5,892
371
$783K 0.05%
15,406
-7,065
372
$780K 0.05%
21,300
+2,700
373
$779K 0.05%
7,950
+497
374
$774K 0.05%
6,624
+3,108
375
$766K 0.05%
49,150
-600
13 14
15
16 17