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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
426
$186K 0.04%
+16,438
427
$185K 0.04%
29,433
-33,197
428
$184K 0.04%
11,708
-609
429
$183K 0.04%
13,385
-140
430
$182K 0.04%
31,768
+15,770
431
$172K 0.04%
12,238
432
$169K 0.04%
12,069
+403
433
$166K 0.04%
1,030
-317
434
$165K 0.04%
506
-622
435
$164K 0.04%
19,403
+1,000
436
$159K 0.04%
+16,782
437
$158K 0.03%
+13,700
438
$158K 0.03%
25,294
+15,750
439
$154K 0.03%
+10,970
440
$152K 0.03%
16,672
+2,233
441
$152K 0.03%
15,739
+591
442
$152K 0.03%
15,486
-3,679
443
$151K 0.03%
10,829
444
$150K 0.03%
34,106
-5,440
445
$148K 0.03%
10,059
446
$147K 0.03%
+12,047
447
$138K 0.03%
19,824
+563
448
$136K 0.03%
6,600
-4,399
449
$131K 0.03%
19,755
+4,000
450
$128K 0.03%
11,100
+600
16 17
18
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