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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
576
$359K 0.02%
4,293
-160
577
$359K 0.02%
2,113
+213
578
$358K 0.02%
9,023
-466
579
$357K 0.02%
+18,560
580
$356K 0.02%
4,386
+109
581
$353K 0.02%
10,362
+3,000
582
$353K 0.02%
+9,845
583
$351K 0.02%
+4,558
584
$351K 0.02%
7,634
+923
585
$351K 0.02%
8,770
-100
586
$350K 0.02%
1,551
+422
587
$348K 0.02%
3,031
+255
588
$347K 0.02%
8,100
+300
589
$346K 0.02%
29,536
+300
590
$346K 0.02%
2,849
+274
591
$345K 0.02%
+13,948
592
$344K 0.02%
4,996
+277
593
$343K 0.02%
2,334
-101
594
$343K 0.02%
21,970
+1,630
595
$340K 0.02%
3,151
+30
596
$337K 0.02%
1,837
+408
597
$337K 0.02%
2,720
-10
598
$337K 0.02%
135
599
$336K 0.02%
24,251
+1,728
600
$335K 0.02%
+880
22 23
24
25 26