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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
176
$1.87M 0.13%
70,770
-3,960
177
$1.86M 0.13%
20,305
-15,702
178
$1.85M 0.13%
22,797
+878
179
$1.84M 0.13%
12,577
+170
180
$1.84M 0.13%
94,642
+31,150
181
$1.82M 0.13%
75,142
+1,227
182
$1.81M 0.12%
28,780
+943
183
$1.8M 0.12%
19,678
+8,420
184
$1.79M 0.12%
42,823
+5,621
185
$1.76M 0.12%
16,111
+210
186
$1.76M 0.12%
96,369
+8,832
187
$1.75M 0.12%
+14,395
188
$1.74M 0.12%
10,018
+822
189
$1.74M 0.12%
46,037
-2,023
190
$1.72M 0.12%
36,683
+908
191
$1.71M 0.12%
4,214
+368
192
$1.7M 0.12%
165,740
+9,823
193
$1.7M 0.12%
4,137
+2,890
194
$1.7M 0.12%
292,501
+27,674
195
$1.69M 0.12%
61,624
+17,340
196
$1.67M 0.12%
19,710
+4,754
197
$1.67M 0.12%
178,304
-18,060
198
$1.67M 0.12%
25,930
+4,660
199
$1.66M 0.11%
34,480
-2,450
200
$1.64M 0.11%
16,816
+7,274
6 7
8
9 10