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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
76
$4.01M 0.28%
97,657
+73,991
77
$3.94M 0.27%
96,544
+61,651
78
$3.91M 0.27%
63,424
+798
79
$3.88M 0.27%
128,990
-38,785
80
$3.8M 0.26%
35,265
+473
81
$3.78M 0.26%
+135,537
82
$3.78M 0.26%
250,068
+3,335
83
$3.66M 0.25%
36,919
-2,657
84
$3.65M 0.25%
82,810
-3,970
85
$3.62M 0.25%
59,269
-7,519
86
$3.55M 0.25%
64,304
+4,168
87
$3.54M 0.24%
243,960
-2,308
88
$3.53M 0.24%
36,066
+16,962
89
$3.51M 0.24%
46,411
-1,872
90
$3.47M 0.24%
18,722
+1,499
91
$3.38M 0.23%
29,334
+2,830
92
$3.37M 0.23%
46,405
-5,151
93
$3.34M 0.23%
80,692
+3,266
94
$3.31M 0.23%
99,708
+7,996
95
$3.25M 0.22%
96,415
-29,760
96
$3.18M 0.22%
22,380
+36
97
$3.15M 0.22%
6,559
+640
98
$3.14M 0.22%
49,679
+23,677
99
$3.13M 0.22%
4,312
-42
100
$3.1M 0.21%
6,338
+158
2 3
4
5 6