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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
626
$317K 0.02%
+5,981
627
$316K 0.02%
33,275
-400
628
$315K 0.02%
708
+193
629
$314K 0.02%
18,621
-4,732
630
$313K 0.02%
21,509
631
$311K 0.02%
1,178
-100
632
$310K 0.02%
+8,117
633
$310K 0.02%
+6,865
634
$308K 0.02%
3,197
-541
635
$306K 0.02%
2,664
+52
636
$306K 0.02%
+5,575
637
$304K 0.02%
5,946
+104
638
$304K 0.02%
5,386
+389
639
$303K 0.02%
+7,162
640
$301K 0.02%
2,865
+10
641
$300K 0.02%
5,117
-731
642
$300K 0.02%
+908
643
$299K 0.02%
674
+2
644
$298K 0.02%
+3,688
645
$297K 0.02%
3,622
-9,720
646
$296K 0.02%
4,302
+701
647
$295K 0.02%
11,000
648
$295K 0.02%
2,561
649
$294K 0.02%
6,060
-490
650
$293K 0.02%
9,950
-6,520
24 25
26
27 28