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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
401
$1.33M 0.05%
9,130
+3,809
402
$1.33M 0.05%
23,719
+5,682
403
$1.32M 0.05%
48,444
-9,533
404
$1.31M 0.05%
21,506
+1,001
405
$1.31M 0.05%
42,339
-2,695
406
$1.31M 0.05%
61,439
+11,379
407
$1.31M 0.04%
17,063
-56
408
$1.3M 0.04%
10,564
+897
409
$1.3M 0.04%
45,204
+31,896
410
$1.3M 0.04%
18,431
+828
411
$1.29M 0.04%
26,264
+3,597
412
$1.29M 0.04%
57,421
+200
413
$1.28M 0.04%
29,294
+4,624
414
$1.28M 0.04%
28,280
+225
415
$1.28M 0.04%
34,194
+3,938
416
$1.27M 0.04%
2,390
-242
417
$1.27M 0.04%
45,439
-337
418
$1.27M 0.04%
9,597
-604
419
$1.27M 0.04%
16,069
-13,513
420
$1.26M 0.04%
25,315
-2,151
421
$1.26M 0.04%
4,103
+282
422
$1.25M 0.04%
+47,551
423
$1.25M 0.04%
10,744
-190
424
$1.25M 0.04%
23,464
425
$1.25M 0.04%
58,737
+500
15 16
17
18 19