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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
501
$450K 0.03%
12,742
-8,892
502
$449K 0.03%
10,964
-13
503
$444K 0.03%
12,333
504
$443K 0.03%
5,737
+46
505
$443K 0.03%
3,662
+39
506
$443K 0.03%
4,424
+179
507
$442K 0.03%
13,389
+2,101
508
$440K 0.03%
19,100
+1,275
509
$439K 0.03%
4,854
+131
510
$438K 0.03%
13,095
511
$438K 0.03%
+12,925
512
$437K 0.03%
4,075
-83
513
$435K 0.03%
78,855
+9,590
514
$434K 0.03%
19,842
+5,635
515
$433K 0.03%
54,630
-3,200
516
$431K 0.03%
2,107
+707
517
$427K 0.03%
2,079
+2
518
$427K 0.03%
8,085
+450
519
$427K 0.03%
6,074
+273
520
$426K 0.03%
1,606
-28
521
$426K 0.03%
5,242
+159
522
$425K 0.03%
933
+458
523
$425K 0.03%
8,312
-2,633
524
$424K 0.03%
8,445
+327
525
$423K 0.03%
7,851
-850
19 20
21
22 23