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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
801
$210K 0.01%
+3,141
802
$209K 0.01%
8,075
-772
803
$209K 0.01%
+705
804
$208K 0.01%
5,817
805
$207K 0.01%
+2,628
806
$207K 0.01%
6,050
-295
807
$204K 0.01%
+10,042
808
$204K 0.01%
+21,269
809
$203K 0.01%
+1,372
810
$202K 0.01%
+1,282
811
$202K 0.01%
+2,998
812
$202K 0.01%
+6,215
813
$202K 0.01%
+3,437
814
$201K 0.01%
+10,631
815
$200K 0.01%
+25,500
816
$196K 0.01%
13,445
-1,135
817
$195K 0.01%
34,531
+5,115
818
$194K 0.01%
14,878
+60
819
$194K 0.01%
11,570
-500
820
$193K 0.01%
38,500
821
$184K 0.01%
19,727
-5,037
822
$178K 0.01%
10,158
-2,980
823
$178K 0.01%
13,400
824
$177K 0.01%
3,360
-460
825
$176K 0.01%
21,509
31 32
33
34 35