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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
826
$173K 0.01%
19,000
+400
827
$170K 0.01%
18,426
+200
828
$157K 0.01%
13,542
829
$151K 0.01%
+10,845
830
$150K 0.01%
4,456
+1,102
831
$148K 0.01%
23,870
832
$146K 0.01%
11,600
833
$142K 0.01%
22,198
-1,000
834
$140K 0.01%
46,250
+16,030
835
$137K 0.01%
10,478
+19
836
$136K 0.01%
+10,643
837
$133K 0.01%
27,050
-400
838
$129K 0.01%
12,608
-24,224
839
$128K 0.01%
+10,333
840
$122K 0.01%
14,681
-436
841
$114K 0.01%
16,270
842
$108K 0.01%
10,550
843
$107K 0.01%
12,300
+925
844
$107K 0.01%
+11,777
845
$105K 0.01%
16,233
-543
846
$102K 0.01%
13,200
847
$101K 0.01%
15,617
+227
848
$99.1K 0.01%
10,335
-2,900
849
$98.6K 0.01%
10,431
+25
850
$93.9K 0.01%
22,360
32 33
34
35 36