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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
101
$3.08M 0.21%
34,532
-1,539
102
$3.06M 0.21%
16,352
+5,065
103
$3M 0.21%
160,121
+16,980
104
$3M 0.21%
22,596
-655
105
$2.99M 0.21%
250,918
-5,118
106
$2.93M 0.2%
24,614
+13,686
107
$2.93M 0.2%
197,840
+652
108
$2.91M 0.2%
72,793
+5,500
109
$2.9M 0.2%
181,507
+26,058
110
$2.89M 0.2%
55,544
+641
111
$2.87M 0.2%
356,982
+74,244
112
$2.73M 0.19%
74,390
-8,515
113
$2.73M 0.19%
33,374
-943
114
$2.68M 0.18%
147,902
+31,588
115
$2.65M 0.18%
66,182
-6,535
116
$2.64M 0.18%
186,502
+5,126
117
$2.63M 0.18%
97,969
+75,914
118
$2.63M 0.18%
130,556
-17,029
119
$2.58M 0.18%
17,574
+3,546
120
$2.58M 0.18%
15,591
+319
121
$2.58M 0.18%
50,558
+4,650
122
$2.57M 0.18%
12,681
-5,285
123
$2.56M 0.18%
80,732
-240
124
$2.55M 0.18%
19,950
+3,416
125
$2.55M 0.18%
49,233
+10,090
3 4
5
6 7