We are live on ! Find out more
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
601
$335K 0.02%
3,594
+1,188
602
$335K 0.02%
6,714
+695
603
$334K 0.02%
61,788
-24,214
604
$329K 0.02%
609
-6
605
$329K 0.02%
7,227
+713
606
$328K 0.02%
3,660
-686
607
$328K 0.02%
4,576
+79
608
$327K 0.02%
4,953
+289
609
$326K 0.02%
39,071
+14,665
610
$326K 0.02%
+1,389
611
$326K 0.02%
13,102
-340
612
$326K 0.02%
8,335
+15
613
$326K 0.02%
7,360
-1,130
614
$323K 0.02%
2,766
-40
615
$323K 0.02%
1,930
616
$323K 0.02%
5,193
+569
617
$322K 0.02%
1,574
+89
618
$322K 0.02%
+3,433
619
$322K 0.02%
2,551
620
$321K 0.02%
27,553
-12,385
621
$321K 0.02%
+12,729
622
$320K 0.02%
21,626
+5,172
623
$320K 0.02%
2,955
-5,180
624
$320K 0.02%
3,180
-193
625
$317K 0.02%
7,475
+2,735
23 24
25
26 27