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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
151
$772K 0.17%
5,737
+325
152
$769K 0.17%
19,815
-560
153
$768K 0.17%
5,889
-340
154
$767K 0.17%
23,839
-584
155
$766K 0.17%
+23,050
156
$763K 0.17%
6,264
+99
157
$760K 0.17%
10,854
+4,563
158
$758K 0.17%
43,233
+1,620
159
$752K 0.17%
+58,377
160
$740K 0.16%
44,249
-27,656
161
$732K 0.16%
2,887
-71
162
$710K 0.16%
1,139
+332
163
$704K 0.15%
13,907
-3,002
164
$702K 0.15%
7,976
+1,545
165
$682K 0.15%
13,868
-2,035
166
$673K 0.15%
14,146
-3,624
167
$659K 0.15%
7,225
+435
168
$658K 0.14%
+76,417
169
$649K 0.14%
5,820
+769
170
$642K 0.14%
36,458
-298
171
$638K 0.14%
8,568
+4,838
172
$633K 0.14%
4,642
-427
173
$631K 0.14%
2,676
+170
174
$621K 0.14%
21,542
+12,689
175
$621K 0.14%
5,917
-2,179
5 6
7
8 9