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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
276
$2M 0.07%
57,836
+48,845
277
$2M 0.07%
20,931
-3,393
278
$2M 0.07%
10,929
+3,716
279
$2M 0.07%
+83,342
280
$1.99M 0.07%
27,950
+4,408
281
$1.99M 0.07%
12,982
+1,700
282
$1.99M 0.07%
245,438
+2,100
283
$1.98M 0.07%
29,083
+2,591
284
$1.97M 0.07%
76,942
+2,541
285
$1.96M 0.07%
38,566
-3,468
286
$1.96M 0.07%
53,112
+12,185
287
$1.95M 0.07%
49,519
+4,232
288
$1.94M 0.07%
18,183
-1,737
289
$1.94M 0.07%
66,543
-885
290
$1.93M 0.07%
38,565
+24,495
291
$1.93M 0.07%
64,734
+15,989
292
$1.92M 0.07%
30,031
+3,716
293
$1.92M 0.07%
26,743
-4,252
294
$1.92M 0.07%
50,626
-1,589
295
$1.92M 0.07%
19,656
-2,680
296
$1.91M 0.07%
32,869
+3,146
297
$1.9M 0.07%
72,366
+30,867
298
$1.9M 0.07%
14,833
+5,177
299
$1.89M 0.06%
14,537
-73
300
$1.88M 0.06%
161,741
-26,879
10 11
12
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