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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
376
$762K 0.05%
14,300
+941
377
$762K 0.05%
77,000
-1,000
378
$757K 0.05%
23,214
+673
379
$755K 0.05%
9,796
-890
380
$754K 0.05%
31,008
+5,038
381
$754K 0.05%
3,396
+249
382
$750K 0.05%
5,740
+50
383
$740K 0.05%
19,725
-7,146
384
$737K 0.05%
5,610
+393
385
$732K 0.05%
16,861
+10,231
386
$731K 0.05%
20,595
+7,840
387
$721K 0.05%
9,580
+576
388
$721K 0.05%
6,144
+70
389
$717K 0.05%
21,602
+1,037
390
$714K 0.05%
1,368
+68
391
$709K 0.05%
7,000
-393
392
$707K 0.05%
10,472
-293
393
$692K 0.05%
+26,575
394
$692K 0.05%
4,290
+705
395
$687K 0.05%
8,241
+400
396
$685K 0.05%
16,530
+1,110
397
$683K 0.05%
22,990
+11,035
398
$680K 0.05%
13,907
-1,982
399
$676K 0.05%
4,751
400
$675K 0.05%
36,094
+3,040
14 15
16
17 18