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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
201
$1.6M 0.11%
116,768
-3,314
202
$1.6M 0.11%
11,056
+3,517
203
$1.6M 0.11%
236,174
-11,725
204
$1.6M 0.11%
76,369
+9,999
205
$1.59M 0.11%
23,068
+4,080
206
$1.59M 0.11%
15,894
+1,654
207
$1.58M 0.11%
7,606
+3,285
208
$1.58M 0.11%
33,146
+678
209
$1.57M 0.11%
24,138
+9,413
210
$1.56M 0.11%
67,656
+1,368
211
$1.56M 0.11%
20,655
-698
212
$1.56M 0.11%
33,151
-2,660
213
$1.55M 0.11%
111,007
+4,525
214
$1.55M 0.11%
30,716
+18,250
215
$1.54M 0.11%
22,324
+5,423
216
$1.53M 0.11%
7,804
+345
217
$1.51M 0.1%
7,612
+892
218
$1.5M 0.1%
21,004
+1,630
219
$1.5M 0.1%
6,082
+496
220
$1.49M 0.1%
8,337
-178
221
$1.48M 0.1%
17,704
+1,712
222
$1.48M 0.1%
11,655
+1,037
223
$1.47M 0.1%
11,023
-529
224
$1.47M 0.1%
24,441
+1,018
225
$1.45M 0.1%
7,071
+265
7 8
9
10 11