We are live on ! Find out more
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
126
$927K 0.2%
103,370
+63,820
127
$925K 0.2%
12,372
+4,625
128
$924K 0.2%
5,631
-371
129
$909K 0.2%
18,126
-1,492
130
$897K 0.2%
47,424
+16,286
131
$895K 0.2%
61,958
+5,391
132
$881K 0.19%
+12,350
133
$874K 0.19%
9,360
+445
134
$867K 0.19%
109,277
+14,702
135
$867K 0.19%
21,675
-664
136
$859K 0.19%
6,004
+1,980
137
$855K 0.19%
8,075
+1,545
138
$851K 0.19%
10,836
-463
139
$845K 0.19%
2,316
+487
140
$844K 0.19%
120,215
-26,378
141
$838K 0.18%
33,952
+9,379
142
$835K 0.18%
7,232
+2,079
143
$817K 0.18%
4,299
-12
144
$815K 0.18%
5,738
+552
145
$812K 0.18%
8,878
+958
146
$798K 0.18%
16,696
+535
147
$785K 0.17%
31,775
+10,600
148
$776K 0.17%
1,783
+480
149
$775K 0.17%
13,228
-2,740
150
$772K 0.17%
11,121
-4,477
4 5
6
7 8