We are live on ! Find out more
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
451
$1.13M 0.04%
4,565
+393
452
$1.13M 0.04%
14,938
-126
453
$1.13M 0.04%
4,777
+1,559
454
$1.11M 0.04%
+166,247
455
$1.11M 0.04%
9,543
-2,018
456
$1.11M 0.04%
14,400
+100
457
$1.11M 0.04%
26,740
-4,192
458
$1.1M 0.04%
3,903
+327
459
$1.1M 0.04%
4,212
-24
460
$1.1M 0.04%
8,076
+5,815
461
$1.09M 0.04%
6,763
-206
462
$1.07M 0.04%
54,067
+1,676
463
$1.07M 0.04%
24,820
+8,592
464
$1.06M 0.04%
278
+11
465
$1.06M 0.04%
90,940
-100
466
$1.05M 0.04%
11,333
+29
467
$1.05M 0.04%
50,452
+17,973
468
$1.04M 0.04%
1,896
+963
469
$1.03M 0.04%
5,999
+1,719
470
$1.02M 0.04%
38,359
-16,472
471
$1.02M 0.04%
18,572
+4,365
472
$1.02M 0.04%
27,656
+2,099
473
$1.02M 0.04%
65,722
+820
474
$1.02M 0.03%
102,765
-13,905
475
$1.01M 0.03%
24,729
-680
17 18
19
20 21