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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
676
$274K 0.02%
3,556
-350
677
$274K 0.02%
2,579
-1,118
678
$273K 0.02%
16,022
-1,671
679
$272K 0.02%
1,133
+165
680
$272K 0.02%
956
681
$271K 0.02%
8,550
-406
682
$271K 0.02%
6,591
+125
683
$270K 0.02%
27,910
-1,000
684
$270K 0.02%
5,917
+226
685
$270K 0.02%
+3,364
686
$270K 0.02%
+5,229
687
$268K 0.02%
6,852
+116
688
$267K 0.02%
6,922
+473
689
$267K 0.02%
+6,023
690
$265K 0.02%
3,454
-300
691
$265K 0.02%
3,789
692
$264K 0.02%
+6,798
693
$264K 0.02%
3,909
+713
694
$263K 0.02%
1,729
-70
695
$263K 0.02%
5,235
+1,195
696
$263K 0.02%
9,730
-262
697
$263K 0.02%
4,802
698
$262K 0.02%
24,032
699
$262K 0.02%
7,699
+860
700
$262K 0.02%
3,200
+158
26 27
28
29 30