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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
26
$2.72M 0.6%
9,210
+2,948
27
$2.67M 0.59%
23,974
+3,989
28
$2.66M 0.59%
22,736
+1,159
29
$2.62M 0.58%
14,276
+3,367
30
$2.59M 0.57%
27,498
+11,712
31
$2.53M 0.56%
23,166
+546
32
$2.52M 0.55%
45,652
+1,671
33
$2.41M 0.53%
34,040
+1,320
34
$2.4M 0.53%
25,240
+5,210
35
$2.38M 0.52%
15,226
+3,265
36
$2.34M 0.51%
58,584
+17,091
37
$2.31M 0.51%
101,075
+10,949
38
$2.23M 0.49%
25,706
-1,075
39
$2.21M 0.49%
12,374
+1,370
40
$2.15M 0.47%
42,665
+2,659
41
$2.14M 0.47%
959
+10
42
$2.12M 0.47%
+29,296
43
$2.06M 0.45%
7,986
-1,016
44
$2.04M 0.45%
29,132
-2,646
45
$2.04M 0.45%
24,539
+13,100
46
$2.03M 0.45%
64,330
+7,180
47
$1.97M 0.43%
37,788
+7,792
48
$1.91M 0.42%
47,800
-3,500
49
$1.91M 0.42%
21,614
+1,474
50
$1.86M 0.41%
+92,203
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