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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
351
$1.58M 0.05%
55,511
+4,758
352
$1.58M 0.05%
63,014
+7,895
353
$1.56M 0.05%
7,147
-2,304
354
$1.56M 0.05%
70,651
-305
355
$1.56M 0.05%
16,337
+3,278
356
$1.55M 0.05%
4,049
-1,110
357
$1.54M 0.05%
21,886
-2,650
358
$1.54M 0.05%
+62,461
359
$1.53M 0.05%
42,938
-3,768
360
$1.52M 0.05%
24,675
-2,365
361
$1.52M 0.05%
13,845
+1,672
362
$1.52M 0.05%
91,276
+11,867
363
$1.51M 0.05%
85,911
+12,416
364
$1.51M 0.05%
11,119
-91
365
$1.5M 0.05%
2,849
-770
366
$1.5M 0.05%
32,466
-2,382
367
$1.49M 0.05%
16,253
+1,059
368
$1.48M 0.05%
13,010
-885
369
$1.47M 0.05%
2,225
+334
370
$1.47M 0.05%
47,777
+21,367
371
$1.47M 0.05%
9,189
-6,990
372
$1.47M 0.05%
20,717
+3,529
373
$1.46M 0.05%
3,272
-2,574
374
$1.44M 0.05%
17,023
+139
375
$1.44M 0.05%
169,971
+10,260
13 14
15
16 17