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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
451
$127K 0.03%
5,400
452
$126K 0.03%
14,729
453
$124K 0.03%
1,002
+485
454
$121K 0.03%
23,735
-3,080
455
$120K 0.03%
14,237
+182
456
$119K 0.03%
24,415
+1,330
457
$119K 0.03%
10,713
+74
458
$112K 0.02%
10,250
459
$109K 0.02%
+13,950
460
$107K 0.02%
10,766
+66
461
$106K 0.02%
10,891
-2,977
462
$98.1K 0.02%
+11,100
463
$96.8K 0.02%
22,350
+473
464
$91.8K 0.02%
18,000
465
$88.6K 0.02%
21,500
466
$84.8K 0.02%
10,526
-6,400
467
$78.5K 0.02%
16,700
+6,700
468
$77.6K 0.02%
18,784
+2,002
469
$68.7K 0.02%
9,078
-8,327
470
$65.1K 0.01%
+700
471
$54.6K 0.01%
15,243
+1,666
472
$53.6K 0.01%
10,000
-5,000
473
$36.1K 0.01%
3,758
-447
474
$20.4K ﹤0.01%
+501
475
$17.6K ﹤0.01%
14,823
-850
17 18
19
20 21