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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
476
$511K 0.04%
6,432
477
$511K 0.04%
30,177
-42
478
$511K 0.04%
64,711
+26,454
479
$510K 0.04%
710
+10
480
$502K 0.03%
7,178
-1,369
481
$500K 0.03%
7,928
+110
482
$499K 0.03%
8,513
+558
483
$498K 0.03%
+9,960
484
$492K 0.03%
+7,296
485
$486K 0.03%
5,283
+55
486
$485K 0.03%
20,953
+5
487
$480K 0.03%
13,526
+42
488
$478K 0.03%
1,148
+405
489
$477K 0.03%
6,354
+1,768
490
$475K 0.03%
2,609
+20
491
$473K 0.03%
15,173
492
$473K 0.03%
4,181
-86
493
$471K 0.03%
26,632
+6
494
$465K 0.03%
10,110
-1,963
495
$463K 0.03%
2,687
-198
496
$459K 0.03%
21,792
+1,393
497
$458K 0.03%
5,439
-2,710
498
$455K 0.03%
1,847
-79
499
$451K 0.03%
7,071
+2,249
500
$450K 0.03%
48,082
18 19
20
21 22