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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
726
$252K 0.02%
7,516
-10
727
$252K 0.02%
1,292
-813
728
$251K 0.02%
+6,727
729
$251K 0.02%
19,225
-525
730
$250K 0.02%
19,953
-3,618
731
$250K 0.02%
3,750
732
$250K 0.02%
809
+15
733
$249K 0.02%
+1,570
734
$248K 0.02%
1,291
-150
735
$248K 0.02%
7,591
736
$248K 0.02%
+1,586
737
$248K 0.02%
1,093
+115
738
$248K 0.02%
+1,052
739
$248K 0.02%
5,394
-3,416
740
$247K 0.02%
795
741
$246K 0.02%
1,796
-212
742
$245K 0.02%
2,713
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743
$245K 0.02%
6,488
-706
744
$244K 0.02%
17,133
+125
745
$244K 0.02%
40,470
-1,500
746
$243K 0.02%
22,209
-22,919
747
$243K 0.02%
+1,010
748
$242K 0.02%
2,339
+8
749
$241K 0.02%
+12,080
750
$241K 0.02%
+12,637
28 29
30
31 32