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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
376
$235K 0.05%
1,860
-242
377
$235K 0.05%
+4,292
378
$235K 0.05%
1,959
-455
379
$233K 0.05%
4,505
+12
380
$233K 0.05%
38,323
+375
381
$231K 0.05%
7,427
-1,297
382
$231K 0.05%
+4,195
383
$230K 0.05%
32,350
+11,618
384
$229K 0.05%
8,888
+266
385
$227K 0.05%
4,155
-297
386
$225K 0.05%
+2,592
387
$225K 0.05%
10,951
388
$224K 0.05%
19,400
+480
389
$224K 0.05%
+8,130
390
$222K 0.05%
6,918
+942
391
$222K 0.05%
28,800
+900
392
$222K 0.05%
6,745
-1,249
393
$221K 0.05%
+1,154
394
$217K 0.05%
18,060
+1,098
395
$217K 0.05%
+2,038
396
$215K 0.05%
15,400
+146
397
$214K 0.05%
+4,136
398
$214K 0.05%
+957
399
$213K 0.05%
5,474
-581
400
$213K 0.05%
18,376
14 15
16
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