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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
751
$240K 0.02%
1,511
-173
752
$237K 0.02%
2,132
-290
753
$237K 0.02%
3,685
-5,128
754
$236K 0.02%
+5,716
755
$236K 0.02%
+1,408
756
$235K 0.02%
1,536
757
$235K 0.02%
45,148
-6,542
758
$234K 0.02%
+7,838
759
$234K 0.02%
1,492
760
$234K 0.02%
2,041
-197
761
$233K 0.02%
723
-138
762
$233K 0.02%
297
-43
763
$233K 0.02%
31,374
-4,885
764
$233K 0.02%
12,000
765
$233K 0.02%
+937
766
$232K 0.02%
+10,529
767
$231K 0.02%
15,101
-3,329
768
$231K 0.02%
17,391
-2,009
769
$230K 0.02%
4,874
+43
770
$229K 0.02%
17,461
+4,200
771
$229K 0.02%
+2,500
772
$228K 0.02%
+5,025
773
$228K 0.02%
+3,167
774
$228K 0.02%
497
+3
775
$227K 0.02%
+9,912
29 30
31
32 33