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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
176
$619K 0.14%
41,345
-17,545
177
$618K 0.14%
42,840
-37,635
178
$617K 0.14%
12,062
179
$605K 0.13%
+15,885
180
$605K 0.13%
+13,777
181
$603K 0.13%
6,678
+591
182
$602K 0.13%
29,980
+18,480
183
$602K 0.13%
3,438
-341
184
$601K 0.13%
856
-128
185
$596K 0.13%
+25,050
186
$590K 0.13%
10,680
-68
187
$588K 0.13%
30,220
188
$585K 0.13%
3,407
-896
189
$582K 0.13%
16,370
-1,605
190
$581K 0.13%
2,648
+151
191
$581K 0.13%
17,755
+3,635
192
$580K 0.13%
9,677
-800
193
$580K 0.13%
3,466
-36
194
$578K 0.13%
11,221
-980
195
$577K 0.13%
+11,512
196
$574K 0.13%
3,065
+135
197
$571K 0.13%
+12,942
198
$570K 0.13%
19,122
-526
199
$569K 0.13%
20,592
+2,743
200
$568K 0.12%
12,098
+2,279
6 7
8
9 10