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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
$455M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.86M
3
+$1.76M
4
MAIN icon
Main Street Capital
MAIN
+$1.58M
5
JPM icon
JPMorgan Chase
JPM
+$1.11M

Top Sells

1
+$7.38M
2
+$1.24M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$915K
5
DWSH icon
AdvisorShares Dorsey Wright Short ETF
DWSH
+$846K

Sector Composition

1 Technology 18.32%
2 Consumer Discretionary 9.28%
3 Financials 6.21%
4 Healthcare 5.16%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.31%
10,533
+5,106
77
$1.39M 0.31%
9,900
+1,269
78
$1.38M 0.3%
21,315
-1,481
79
$1.38M 0.3%
23,475
-3,719
80
$1.38M 0.3%
11,636
+4,939
81
$1.35M 0.3%
47,922
-2,208
82
$1.34M 0.3%
47,618
+18,170
83
$1.32M 0.29%
102,385
+10,785
84
$1.29M 0.28%
37,147
+2,291
85
$1.29M 0.28%
22,652
+15,708
86
$1.28M 0.28%
75,316
-2,920
87
$1.25M 0.28%
47,806
+7,823
88
$1.25M 0.27%
48,681
+38,987
89
$1.24M 0.27%
75,355
+58,355
90
$1.22M 0.27%
16,591
-209
91
$1.22M 0.27%
7,014
+231
92
$1.2M 0.26%
12,018
+101
93
$1.18M 0.26%
8,821
+284
94
$1.17M 0.26%
29,833
-4,605
95
$1.17M 0.26%
6,320
+170
96
$1.16M 0.25%
6,910
+3,831
97
$1.15M 0.25%
36,433
+22,094
98
$1.15M 0.25%
12,293
+219
99
$1.13M 0.25%
11,327
+604
100
$1.13M 0.25%
10,175
+820
2 3
4
5 6