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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
201
$563K 0.12%
11,009
+1,666
202
$561K 0.12%
2,822
+594
203
$559K 0.12%
12,577
-28
204
$555K 0.12%
23,030
-13,785
205
$554K 0.12%
+2,147
206
$550K 0.12%
12,972
-5,151
207
$548K 0.12%
7,127
-2,352
208
$541K 0.12%
5,684
+447
209
$536K 0.12%
6,710
+1,400
210
$534K 0.12%
+3,100
211
$531K 0.12%
32,745
-2,420
212
$527K 0.12%
3,527
-83
213
$526K 0.12%
16,494
+2,031
214
$526K 0.12%
8,230
+660
215
$525K 0.12%
7,495
-67
216
$525K 0.12%
5,176
+732
217
$524K 0.12%
2,026
-72
218
$523K 0.12%
+6,295
219
$514K 0.11%
7,784
-186
220
$512K 0.11%
19,609
-6,628
221
$510K 0.11%
28,000
+1,000
222
$509K 0.11%
20,883
-2,232
223
$502K 0.11%
+5,618
224
$500K 0.11%
27,313
-7,948
225
$500K 0.11%
32,215
+1,300
7 8
9
10 11