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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
451
$567K 0.04%
13,702
-3,821
452
$564K 0.04%
9,075
-97
453
$562K 0.04%
2,789
454
$557K 0.04%
+20,106
455
$556K 0.04%
40,311
-20,449
456
$555K 0.04%
18,080
+755
457
$554K 0.04%
1,817
+415
458
$553K 0.04%
20,421
-371
459
$552K 0.04%
2,847
+356
460
$552K 0.04%
16,188
+2,932
461
$551K 0.04%
54,300
-2,550
462
$550K 0.04%
1,263
+687
463
$549K 0.04%
15,162
-2,997
464
$537K 0.04%
4,654
-751
465
$536K 0.04%
9,123
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466
$534K 0.04%
6,327
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467
$534K 0.04%
3,384
468
$532K 0.04%
1,513
+13
469
$532K 0.04%
7,036
+1,218
470
$520K 0.04%
6,135
+1,899
471
$519K 0.04%
23,331
+6,713
472
$519K 0.04%
24,800
+500
473
$517K 0.04%
+6,406
474
$516K 0.04%
4,176
-9
475
$515K 0.04%
20,610
-850
17 18
19
20 21