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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
376
$1.44M 0.05%
7,994
-4,126
377
$1.43M 0.05%
8,937
+2,802
378
$1.43M 0.05%
43,432
+258
379
$1.42M 0.05%
21,805
-6,510
380
$1.42M 0.05%
17,400
+1,850
381
$1.42M 0.05%
28,303
-12,271
382
$1.41M 0.05%
12,604
+1,879
383
$1.41M 0.05%
5,311
+487
384
$1.41M 0.05%
61,827
-34,775
385
$1.41M 0.05%
9,688
-753
386
$1.4M 0.05%
25,753
-1,167
387
$1.4M 0.05%
68,753
+30,229
388
$1.39M 0.05%
68,995
+16,140
389
$1.39M 0.05%
11,625
+1,953
390
$1.37M 0.05%
121,856
-26,983
391
$1.36M 0.05%
22,543
392
$1.36M 0.05%
13,731
-1,836
393
$1.36M 0.05%
11,131
+3,816
394
$1.36M 0.05%
25,802
395
$1.35M 0.05%
14,190
-516
396
$1.35M 0.05%
16,931
-3,173
397
$1.34M 0.05%
46,971
-58,231
398
$1.34M 0.05%
12,766
-371
399
$1.34M 0.05%
254,155
+83,545
400
$1.34M 0.05%
34,178
-11,282
14 15
16
17 18