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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
551
$382K 0.03%
+3,884
552
$381K 0.03%
4,874
+526
553
$381K 0.03%
7,003
+1,031
554
$377K 0.03%
27,935
+16,102
555
$375K 0.03%
9,364
-2,099
556
$373K 0.03%
2,504
+200
557
$372K 0.03%
34,562
558
$372K 0.03%
4,867
-150
559
$371K 0.03%
+14,900
560
$371K 0.03%
1,512
+45
561
$370K 0.03%
6,799
+1,738
562
$370K 0.03%
+312
563
$369K 0.03%
16,190
564
$368K 0.03%
2,658
+29
565
$368K 0.03%
+7,263
566
$368K 0.03%
6,037
567
$365K 0.03%
12,832
+882
568
$365K 0.03%
44,100
+900
569
$363K 0.03%
+40,670
570
$361K 0.02%
12,072
-41
571
$360K 0.02%
6,409
-436
572
$360K 0.02%
13,685
-6,314
573
$360K 0.02%
38,860
574
$360K 0.02%
8,318
+102
575
$359K 0.02%
3,155
+65
21 22
23
24 25