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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
$455M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.86M
3
+$1.76M
4
MAIN icon
Main Street Capital
MAIN
+$1.58M
5
JPM icon
JPMorgan Chase
JPM
+$1.11M

Top Sells

1
+$7.38M
2
+$1.24M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$915K
5
DWSH icon
AdvisorShares Dorsey Wright Short ETF
DWSH
+$846K

Sector Composition

1 Technology 18.32%
2 Consumer Discretionary 9.28%
3 Financials 6.21%
4 Healthcare 5.16%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.4%
112,930
52
$1.82M 0.4%
6,425
+2,412
53
$1.79M 0.39%
29,551
-6,034
54
$1.79M 0.39%
34,606
+1,574
55
$1.78M 0.39%
14,431
+1,109
56
$1.77M 0.39%
24,101
+185
57
$1.77M 0.39%
139,704
-4,576
58
$1.75M 0.38%
+56,073
59
$1.67M 0.37%
23,251
-990
60
$1.67M 0.37%
49,542
+15,048
61
$1.63M 0.36%
14,547
+3,781
62
$1.62M 0.36%
32,678
-221
63
$1.58M 0.35%
35,655
-612
64
$1.55M 0.34%
11,360
+533
65
$1.55M 0.34%
56,395
+710
66
$1.54M 0.34%
49,773
+4,349
67
$1.53M 0.34%
108,456
+37,489
68
$1.5M 0.33%
25,154
-1,109
69
$1.5M 0.33%
32,261
+1,046
70
$1.49M 0.33%
33,276
+6,093
71
$1.48M 0.32%
11,274
+4,193
72
$1.44M 0.32%
33,048
-148
73
$1.43M 0.31%
24,739
+18,937
74
$1.42M 0.31%
10,736
-305
75
$1.42M 0.31%
59,596
+546
1 2
3
4 5