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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
1
$23.8M 5.24%
172,580
+14,600
2
$20.2M 4.45%
222,020
+3,180
3
$16.2M 3.56%
79,534
+2,577
4
$13.2M 2.91%
1,390,680
-9,760
5
$8.6M 1.89%
253,086
+8,977
6
$7.17M 1.58%
28,976
-644
7
$6.56M 1.44%
21,286
-4,226
8
$6.02M 1.32%
420,672
+23,541
9
$5.4M 1.19%
71,966
+7,129
10
$4.6M 1.01%
81,264
-2,976
11
$4.35M 0.96%
52,788
+876
12
$4.32M 0.95%
22,339
+1,946
13
$4.28M 0.94%
22,848
+1,287
14
$4.26M 0.94%
13,748
-3,115
15
$4.12M 0.91%
58,360
-640
16
$4.03M 0.89%
24,076
+4,207
17
$3.92M 0.86%
58,096
+3,836
18
$3.83M 0.84%
15,308
+2,615
19
$3.59M 0.79%
39,359
+460
20
$3.27M 0.72%
71,800
-770
21
$3.18M 0.7%
44,235
-90
22
$3.12M 0.69%
13,724
-1,215
23
$2.88M 0.63%
9,504
+114
24
$2.84M 0.62%
36,015
+8,723
25
$2.74M 0.6%
27,867
-1,384
1
2 3 4 5