We are live on ! Find out more
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
401
$212K 0.05%
+4,166
402
$212K 0.05%
+1,423
403
$210K 0.05%
+5,008
404
$209K 0.05%
+9,000
405
$209K 0.05%
+6,603
406
$209K 0.05%
10,062
-150
407
$208K 0.05%
+718
408
$208K 0.05%
+3,655
409
$207K 0.05%
+14,620
410
$207K 0.05%
+2,441
411
$207K 0.05%
+1,674
412
$206K 0.05%
+8,100
413
$204K 0.05%
+5,030
414
$203K 0.04%
+1,314
415
$203K 0.04%
+6,042
416
$203K 0.04%
+4,224
417
$202K 0.04%
+3,958
418
$201K 0.04%
+1,449
419
$201K 0.04%
+1,377
420
$200K 0.04%
+5,356
421
$198K 0.04%
+11,125
422
$194K 0.04%
15,222
-803
423
$193K 0.04%
17,244
-98
424
$190K 0.04%
38,567
+8,184
425
$187K 0.04%
+27,150
15 16
17
18 19