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
651
$293K 0.02%
2,815
+17
652
$292K 0.02%
3,419
+79
653
$292K 0.02%
25,893
+1,094
654
$289K 0.02%
+2,293
655
$288K 0.02%
9,400
656
$288K 0.02%
32,918
-21,980
657
$288K 0.02%
738
-215
658
$288K 0.02%
16,000
-2,900
659
$287K 0.02%
+5,061
660
$286K 0.02%
537
-11
661
$284K 0.02%
12,180
662
$283K 0.02%
4,435
663
$283K 0.02%
7,407
+153
664
$282K 0.02%
12,296
-32
665
$281K 0.02%
+3,221
666
$279K 0.02%
8,475
+941
667
$279K 0.02%
6,841
-100
668
$278K 0.02%
+787
669
$278K 0.02%
1,696
-878
670
$276K 0.02%
+3,597
671
$276K 0.02%
6,069
+269
672
$276K 0.02%
22,579
-1,172
673
$275K 0.02%
1,889
+271
674
$275K 0.02%
3,665
-2,594
675
$274K 0.02%
3,952
+22
25 26
27
28 29