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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
326
$1.69M 0.06%
21,803
-4,090
327
$1.69M 0.06%
78,542
-2,483
328
$1.69M 0.06%
15,396
+7,176
329
$1.67M 0.06%
55,875
-130
330
$1.67M 0.06%
35,604
+6,520
331
$1.66M 0.06%
18,688
+1,058
332
$1.66M 0.06%
16,356
+13,788
333
$1.66M 0.06%
41,563
-10,919
334
$1.66M 0.06%
73,920
-352
335
$1.65M 0.06%
3,307
+492
336
$1.64M 0.06%
18,429
-7,118
337
$1.64M 0.06%
40,271
-10,026
338
$1.64M 0.06%
75,081
+46,503
339
$1.64M 0.06%
108,265
-671
340
$1.63M 0.06%
97,522
+15,309
341
$1.63M 0.06%
13,900
+336
342
$1.63M 0.06%
18,772
+1,937
343
$1.63M 0.06%
14,655
-1,797
344
$1.62M 0.06%
23,006
+16,195
345
$1.61M 0.06%
37,096
-3,372
346
$1.6M 0.06%
23,629
+6,825
347
$1.6M 0.06%
14,311
+870
348
$1.6M 0.06%
+59,231
349
$1.6M 0.05%
2
350
$1.59M 0.05%
13,720
-573
12 13
14
15 16