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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
476
$9.29K ﹤0.01%
11,952
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