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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
26
$7.11M 0.49%
476,372
+7,543
27
$6.99M 0.48%
29,420
+1,859
28
$6.88M 0.47%
20,183
+390
29
$6.85M 0.47%
58,701
+12,626
30
$6.71M 0.46%
84,118
+9,277
31
$6.62M 0.46%
58,150
-1,608
32
$6.29M 0.43%
59,317
+497
33
$6.26M 0.43%
466,434
+56,549
34
$6.21M 0.43%
200,725
+4,673
35
$6.17M 0.43%
301,216
+280
36
$6.13M 0.42%
110,820
+47,262
37
$6.08M 0.42%
342,569
+139,141
38
$6.08M 0.42%
129,030
-26,712
39
$6.02M 0.42%
40,917
+11,962
40
$5.91M 0.41%
19,035
+700
41
$5.83M 0.4%
120,495
+43,921
42
$5.82M 0.4%
48,900
-1,106
43
$5.78M 0.4%
106,189
+1,862
44
$5.65M 0.39%
300,504
-13,977
45
$5.63M 0.39%
54,673
+13,610
46
$5.59M 0.39%
230,757
-99,642
47
$5.54M 0.38%
173,555
+2,208
48
$5.49M 0.38%
11,712
+2,211
49
$5.42M 0.37%
13,307
+1,379
50
$5.39M 0.37%
287,556
+102,324
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