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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
101
$1.12M 0.25%
32,064
+3,032
102
$1.11M 0.25%
+18,548
103
$1.1M 0.24%
7,686
+1,305
104
$1.09M 0.24%
9,146
-10
105
$1.09M 0.24%
153,638
+45,389
106
$1.09M 0.24%
3,692
+345
107
$1.08M 0.24%
43,644
+12,958
108
$1.06M 0.23%
6,393
-138
109
$1.05M 0.23%
+63,320
110
$1.05M 0.23%
23,826
+3,348
111
$1.05M 0.23%
4,847
-2,567
112
$1.04M 0.23%
17,138
+102
113
$1.02M 0.22%
30,910
-2,514
114
$1.01M 0.22%
236,090
+46,570
115
$997K 0.22%
22,313
-285
116
$985K 0.22%
18,715
-4,746
117
$982K 0.22%
8,871
-695
118
$974K 0.21%
42,110
+9,672
119
$969K 0.21%
14,194
-11,339
120
$957K 0.21%
22,195
+12,835
121
$952K 0.21%
5,732
+449
122
$946K 0.21%
3,032
+310
123
$934K 0.21%
54,165
+549
124
$934K 0.21%
10,465
+2,428
125
$928K 0.2%
75,174
+192
3 4
5
6 7