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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
426
$614K 0.04%
2,103
+120
427
$613K 0.04%
10,151
+388
428
$612K 0.04%
12,221
-1,998
429
$611K 0.04%
30,974
+889
430
$610K 0.04%
7,284
+1,300
431
$608K 0.04%
+23,500
432
$606K 0.04%
5,316
+1,888
433
$601K 0.04%
3,295
+388
434
$601K 0.04%
2,422
-393
435
$599K 0.04%
3,151
+1,591
436
$599K 0.04%
11,934
-766
437
$597K 0.04%
12,009
-16
438
$597K 0.04%
9,381
+1,085
439
$594K 0.04%
859
+42
440
$592K 0.04%
12,548
+4,114
441
$590K 0.04%
27,211
442
$586K 0.04%
6,158
+419
443
$584K 0.04%
8,754
-561
444
$584K 0.04%
12,323
+4,834
445
$583K 0.04%
34,981
+4,931
446
$578K 0.04%
14,412
+1,600
447
$575K 0.04%
+3,858
448
$572K 0.04%
6,790
-1,239
449
$569K 0.04%
1,772
+40
450
$569K 0.04%
18,404
+5,500
16 17
18
19 20