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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
526
$422K 0.03%
4,926
-83
527
$422K 0.03%
15,397
+8,950
528
$421K 0.03%
+33,911
529
$421K 0.03%
31,183
+53
530
$420K 0.03%
23,578
+96
531
$413K 0.03%
+4,394
532
$408K 0.03%
18,741
-5,647
533
$407K 0.03%
37,275
+9,400
534
$404K 0.03%
12,564
+3,176
535
$403K 0.03%
1,836
+66
536
$403K 0.03%
7,458
-155
537
$403K 0.03%
4,330
+2,138
538
$403K 0.03%
4,546
-328
539
$402K 0.03%
6,346
-147
540
$401K 0.03%
15,118
541
$398K 0.03%
5,706
-297
542
$398K 0.03%
15,292
+50
543
$398K 0.03%
8,722
-331
544
$397K 0.03%
4,496
+253
545
$393K 0.03%
+2,754
546
$389K 0.03%
43,107
+1,365
547
$388K 0.03%
33,145
-48,178
548
$386K 0.03%
+3,719
549
$385K 0.03%
+8,929
550
$384K 0.03%
10,980
+1,840
20 21
22
23 24