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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
126
$2.54M 0.18%
8,526
+359
127
$2.54M 0.18%
120,631
+35
128
$2.54M 0.18%
88,434
-6,098
129
$2.52M 0.17%
34,803
+1,575
130
$2.51M 0.17%
33,734
+4,203
131
$2.5M 0.17%
16,687
+2,666
132
$2.48M 0.17%
85,362
+27,600
133
$2.47M 0.17%
6,278
+751
134
$2.46M 0.17%
54,223
+3,682
135
$2.43M 0.17%
32,333
-2,135
136
$2.42M 0.17%
7,084
+178
137
$2.39M 0.16%
51,655
+312
138
$2.33M 0.16%
346,067
+24,265
139
$2.32M 0.16%
20,501
-16,694
140
$2.32M 0.16%
44,957
-3,331
141
$2.27M 0.16%
23,221
+1,923
142
$2.27M 0.16%
40,445
+14,320
143
$2.27M 0.16%
22,745
-238
144
$2.26M 0.16%
14,890
+403
145
$2.22M 0.15%
45,978
+6,442
146
$2.17M 0.15%
44,008
+21,365
147
$2.16M 0.15%
212,684
+5,610
148
$2.15M 0.15%
21,937
+891
149
$2.15M 0.15%
139,724
+25,678
150
$2.12M 0.15%
69,824
-6,245
4 5
6
7 8