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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
151
$2.11M 0.15%
257,658
+76,731
152
$2.11M 0.15%
28,432
+7,582
153
$2.09M 0.14%
106,657
+1,769
154
$2.08M 0.14%
35,094
-7,854
155
$2.07M 0.14%
4,498
+866
156
$2.06M 0.14%
150,510
+2,025
157
$2.06M 0.14%
198,421
+22,832
158
$2.04M 0.14%
77,601
+5,135
159
$2.03M 0.14%
24,312
+5,453
160
$2.02M 0.14%
+21,324
161
$2.02M 0.14%
33,021
+1,086
162
$2M 0.14%
200,600
-3,046
163
$1.97M 0.14%
23,545
+1,708
164
$1.96M 0.14%
27,868
-24,739
165
$1.96M 0.14%
132,093
+42,393
166
$1.95M 0.13%
301,749
-775
167
$1.94M 0.13%
66,721
-694
168
$1.94M 0.13%
73,976
-809
169
$1.94M 0.13%
26,685
+3,377
170
$1.93M 0.13%
17,095
-35,594
171
$1.92M 0.13%
40,865
+1,060
172
$1.92M 0.13%
57,624
-1,738
173
$1.91M 0.13%
44,324
+3,092
174
$1.9M 0.13%
9,564
+489
175
$1.87M 0.13%
41,334
+1,802
5 6
7
8 9