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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
251
$2.27M 0.08%
37,750
+873
252
$2.25M 0.08%
70,313
-1,555
253
$2.23M 0.08%
16,854
-197
254
$2.22M 0.08%
142,175
+12,525
255
$2.22M 0.08%
8,329
+5,115
256
$2.22M 0.08%
206,635
-676
257
$2.21M 0.08%
97,939
258
$2.2M 0.08%
2,322
+436
259
$2.19M 0.08%
271,848
-14,139
260
$2.17M 0.07%
39,577
+2,101
261
$2.14M 0.07%
9,165
+1,025
262
$2.14M 0.07%
83,673
-3,263
263
$2.13M 0.07%
519,088
+113,650
264
$2.13M 0.07%
395,350
+16,284
265
$2.12M 0.07%
57,917
+17,047
266
$2.09M 0.07%
28,243
-12
267
$2.08M 0.07%
8,097
-628
268
$2.08M 0.07%
10,915
-6,068
269
$2.07M 0.07%
41,643
-6,869
270
$2.06M 0.07%
33,908
-13,386
271
$2.05M 0.07%
142,107
-4,627
272
$2.02M 0.07%
85,578
+418
273
$2.02M 0.07%
10,117
+782
274
$2.02M 0.07%
5,773
+3,371
275
$2.01M 0.07%
24,621
-4,586
9 10
11
12 13