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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
401
$675K 0.05%
4,676
-2,250
402
$672K 0.05%
7,492
+734
403
$672K 0.05%
+21,250
404
$671K 0.05%
39,450
405
$663K 0.05%
25,504
+6,081
406
$662K 0.05%
6,858
+1,448
407
$660K 0.05%
38,315
+559
408
$659K 0.05%
3,930
-257
409
$658K 0.05%
10,700
+1,700
410
$655K 0.05%
41,023
-1,722
411
$654K 0.05%
19,103
412
$653K 0.05%
9,796
-2,400
413
$649K 0.04%
9,931
+2,731
414
$645K 0.04%
11,363
-543
415
$644K 0.04%
6,220
+612
416
$641K 0.04%
7,794
-878
417
$639K 0.04%
14,456
-957
418
$634K 0.04%
11,153
+575
419
$630K 0.04%
60,680
+15,220
420
$627K 0.04%
13,743
+6,402
421
$623K 0.04%
32,560
-600
422
$623K 0.04%
12,450
-3,366
423
$621K 0.04%
21,575
+4,775
424
$621K 0.04%
47,075
-300
425
$618K 0.04%
+2,545
15 16
17
18 19