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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
776
$227K 0.02%
+2,249
777
$226K 0.02%
7,690
+10
778
$225K 0.02%
+4,659
779
$224K 0.02%
+2,593
780
$223K 0.02%
4,138
781
$222K 0.02%
13,940
+2,850
782
$221K 0.02%
20,552
-90
783
$221K 0.02%
3,694
+62
784
$220K 0.02%
+5,930
785
$219K 0.02%
2,794
-20
786
$218K 0.02%
3,715
-297
787
$217K 0.02%
13,668
788
$217K 0.01%
3,407
+100
789
$217K 0.01%
4,182
-222
790
$217K 0.01%
2,864
-821
791
$216K 0.01%
1,874
792
$216K 0.01%
6,058
793
$214K 0.01%
5,089
-2,772
794
$214K 0.01%
29,900
+2,500
795
$214K 0.01%
6,205
-175
796
$212K 0.01%
1,208
-335
797
$212K 0.01%
+4,652
798
$212K 0.01%
14,217
-10,309
799
$211K 0.01%
3,410
-9
800
$211K 0.01%
+2,832
30 31
32
33 34