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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
851
$90.1K 0.01%
11,400
852
$89.8K 0.01%
3,773
853
$88.3K 0.01%
5,661
-60
854
$86.2K 0.01%
11,065
855
$81.8K 0.01%
10,371
-189
856
$81.6K 0.01%
118,450
+15,050
857
$80.7K 0.01%
+17,900
858
$79.5K 0.01%
21,150
+700
859
$69.3K ﹤0.01%
10,704
+116
860
$67.9K ﹤0.01%
11,200
861
$66.6K ﹤0.01%
13,600
+1,100
862
$65.2K ﹤0.01%
10,700
-41,829
863
$64.3K ﹤0.01%
16,800
+3,800
864
$61.6K ﹤0.01%
14,806
-13
865
$59.8K ﹤0.01%
11,836
+1,117
866
$54.7K ﹤0.01%
10,325
-214
867
$48.9K ﹤0.01%
21,623
-2,979
868
$22.2K ﹤0.01%
+10,000
869
$22.1K ﹤0.01%
1,000
+333
870
$19.9K ﹤0.01%
+12,650
871
$18.2K ﹤0.01%
10,900
-100
872
$16.9K ﹤0.01%
+18,252
873
$11.9K ﹤0.01%
+10,180
874
$8.12K ﹤0.01%
2,104
+30
875
$4.7K ﹤0.01%
10,600
33 34
35
36 37