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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
26
$17.4M 0.6%
21,016
+4,371
27
$16.5M 0.57%
283,145
-6,516
28
$15.4M 0.53%
296,908
-37,306
29
$15.4M 0.53%
916,978
+378,936
30
$15.2M 0.52%
98,322
-2,669
31
$15.1M 0.52%
508,764
+53,618
32
$14.4M 0.5%
284,013
+125,356
33
$14.3M 0.49%
68,381
+28,640
34
$13.7M 0.47%
267,524
+196,838
35
$13.1M 0.45%
148,745
+8,780
36
$12.8M 0.44%
24,984
+249
37
$12M 0.41%
34,130
+76
38
$11.9M 0.41%
425,432
-8,053
39
$11.8M 0.41%
134,208
-3,075
40
$11.7M 0.4%
47,633
+3,450
41
$11.2M 0.38%
180,540
+8,874
42
$11.1M 0.38%
219,929
+58,871
43
$11.1M 0.38%
45,246
-830
44
$11M 0.38%
38,115
+9,758
45
$10.9M 0.38%
117,320
-7,310
46
$10.4M 0.36%
221,781
+36,615
47
$10.4M 0.36%
141,786
+93,660
48
$10.4M 0.36%
113,141
+14,281
49
$10.2M 0.35%
325,304
+218,133
50
$9.98M 0.34%
81,786
+4,451
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