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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
$2.91B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.1M
3
+$9.79M
4
FSK icon
FS KKR Capital
FSK
+$9.48M
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$6.89M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$9.23M
4
PHYS icon
Sprott Physical Gold
PHYS
+$8.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.22M

Sector Composition

1 Technology 18.95%
2 Financials 6.09%
3 Consumer Discretionary 5.04%
4 Communication Services 3.36%
5 Healthcare 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.57M 0.09%
13,816
+566
227
$2.57M 0.09%
76,735
+20,267
228
$2.57M 0.09%
48,720
+2,083
229
$2.56M 0.09%
21,688
+2,483
230
$2.56M 0.09%
44,964
+1,195
231
$2.55M 0.09%
40,167
+2,253
232
$2.54M 0.09%
28,313
+18,283
233
$2.53M 0.09%
49,817
-5,680
234
$2.5M 0.09%
107,784
+4,509
235
$2.48M 0.09%
66,979
+4,667
236
$2.47M 0.09%
61,197
-6,852
237
$2.46M 0.08%
445,861
+38,493
238
$2.44M 0.08%
8,967
+3,091
239
$2.43M 0.08%
75,329
+2,194
240
$2.42M 0.08%
21,470
+12,950
241
$2.42M 0.08%
52,921
+11,639
242
$2.38M 0.08%
26,514
+4,053
243
$2.37M 0.08%
36,600
+2,040
244
$2.37M 0.08%
42,432
+4,782
245
$2.34M 0.08%
125,764
+13,767
246
$2.3M 0.08%
22,710
-37,437
247
$2.28M 0.08%
79,782
-3,522
248
$2.28M 0.08%
29,100
+4,313
249
$2.27M 0.08%
187,973
+12,595
250
$2.27M 0.08%
13,536
+76
8 9
10
11 12