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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
426
$1.23M 0.04%
26,899
-3,261
427
$1.23M 0.04%
27,222
+1,307
428
$1.22M 0.04%
3,289
+1,317
429
$1.22M 0.04%
6,028
+1,246
430
$1.21M 0.04%
+97,342
431
$1.21M 0.04%
14,956
+4
432
$1.21M 0.04%
29,462
-886
433
$1.2M 0.04%
53,936
-4,410
434
$1.19M 0.04%
38,599
-2,100
435
$1.19M 0.04%
13,088
+4,604
436
$1.19M 0.04%
77,061
-128,166
437
$1.18M 0.04%
49,250
+11,055
438
$1.18M 0.04%
88,778
-7,380
439
$1.18M 0.04%
10,861
-3,783
440
$1.18M 0.04%
117,467
+760
441
$1.18M 0.04%
6,088
+1,474
442
$1.17M 0.04%
15,293
+622
443
$1.17M 0.04%
8,718
-92
444
$1.17M 0.04%
+13,895
445
$1.16M 0.04%
9,851
+1,185
446
$1.15M 0.04%
31,738
-63,613
447
$1.15M 0.04%
+46,309
448
$1.14M 0.04%
3,652
+316
449
$1.14M 0.04%
1,823
+453
450
$1.13M 0.04%
2,339
+694
16 17
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