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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
51
$5.16M 0.36%
102,936
+5,752
52
$5.07M 0.35%
22,074
-125
53
$5.01M 0.35%
30,828
+1,413
54
$5M 0.34%
37,089
-884
55
$4.96M 0.34%
29,346
+9,468
56
$4.8M 0.33%
146,850
-3,886
57
$4.78M 0.33%
128,443
+7,950
58
$4.59M 0.32%
42,500
+925
59
$4.42M 0.31%
20,939
-1,533
60
$4.39M 0.3%
155,081
+78,545
61
$4.37M 0.3%
111,333
-332
62
$4.34M 0.3%
57,094
+11,552
63
$4.28M 0.3%
12,455
-176
64
$4.23M 0.29%
93,066
+1,631
65
$4.22M 0.29%
38,232
-100
66
$4.22M 0.29%
95,517
+35,067
67
$4.19M 0.29%
27,491
+3,097
68
$4.17M 0.29%
83,227
+77,927
69
$4.14M 0.29%
47,475
70
$4.14M 0.29%
19,620
-3,413
71
$4.08M 0.28%
77,916
+2,289
72
$4.04M 0.28%
24,418
+909
73
$4.03M 0.28%
27,727
-1,883
74
$4.01M 0.28%
25,492
+1,264
75
$4.01M 0.28%
844,353
+162,123
1 2
3
4 5