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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
301
$1.88M 0.06%
6,145
-3,546
302
$1.87M 0.06%
40,549
+17,500
303
$1.84M 0.06%
22,560
-17,187
304
$1.84M 0.06%
18,620
+2,861
305
$1.84M 0.06%
15,375
-3,767
306
$1.8M 0.06%
8,760
+4,260
307
$1.79M 0.06%
28,829
+3,981
308
$1.79M 0.06%
35,001
-5,436
309
$1.78M 0.06%
12,506
+2,659
310
$1.76M 0.06%
85,186
+18,853
311
$1.76M 0.06%
5,531
+957
312
$1.76M 0.06%
16,659
+498
313
$1.75M 0.06%
126,424
+9,119
314
$1.75M 0.06%
77,101
+3,024
315
$1.75M 0.06%
152,800
-6,123
316
$1.74M 0.06%
42,054
+20,000
317
$1.74M 0.06%
92,224
+5,703
318
$1.74M 0.06%
7,497
-196
319
$1.72M 0.06%
33,936
-8,810
320
$1.7M 0.06%
117,678
+59
321
$1.7M 0.06%
50,927
+15,190
322
$1.7M 0.06%
33,250
-5,946
323
$1.7M 0.06%
3,109
-196
324
$1.7M 0.06%
14,039
+460
325
$1.69M 0.06%
+151,726
11 12
13
14 15