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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
1
$72.7M 5.01%
374,560
+9,286
2
$66.3M 4.57%
1,566,830
-36,620
3
$40M 2.76%
117,372
+8,005
4
$38.8M 2.67%
104,899
+23,761
5
$35.4M 2.44%
271,801
+22,906
6
$26.2M 1.81%
59,100
+4,555
7
$24M 1.66%
91,746
-1,015
8
$22.1M 1.53%
100,485
+1,630
9
$16.5M 1.14%
190,500
+16,810
10
$14M 0.97%
345,856
+10,372
11
$13.7M 0.95%
113,497
+13,963
12
$12.7M 0.88%
136,936
+4,191
13
$12.6M 0.87%
657,721
+104,573
14
$12.5M 0.86%
28,097
+6,611
15
$10.6M 0.73%
203,510
+4,880
16
$10.3M 0.71%
118,908
+32,124
17
$9.98M 0.69%
18,542
+788
18
$9.04M 0.62%
191,730
+12,618
19
$8.95M 0.62%
50,188
+11,492
20
$8.58M 0.59%
179,132
+11,380
21
$8.55M 0.59%
71,442
+7,573
22
$7.67M 0.53%
210,797
+15,069
23
$7.24M 0.5%
67,472
+1,511
24
$7.23M 0.5%
212,063
+4,943
25
$7.18M 0.5%
25,011
-3,063
1
2 3 4 5