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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
701
$261K 0.02%
3,076
-22
702
$261K 0.02%
5,294
-3,885
703
$260K 0.02%
+7,300
704
$260K 0.02%
7,350
-1,168
705
$259K 0.02%
4,495
-988
706
$259K 0.02%
12,905
+1,350
707
$259K 0.02%
+2,403
708
$258K 0.02%
+10,025
709
$258K 0.02%
+4,020
710
$258K 0.02%
11,332
+28
711
$257K 0.02%
2,924
-1,888
712
$257K 0.02%
6,450
+1,000
713
$257K 0.02%
2,763
-243
714
$255K 0.02%
18,451
-2,381
715
$254K 0.02%
2,196
716
$254K 0.02%
+4,110
717
$254K 0.02%
13,222
-16,454
718
$254K 0.02%
17,663
719
$254K 0.02%
18,000
+3,000
720
$254K 0.02%
37,700
+4,350
721
$253K 0.02%
1,371
722
$253K 0.02%
8,235
-789
723
$252K 0.02%
15,108
+2,300
724
$252K 0.02%
12,612
-3,479
725
$252K 0.02%
3,115
-595
27 28
29
30 31