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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
476
$1.01M 0.03%
7,253
+1,899
477
$1.01M 0.03%
3,102
+1,280
478
$1.01M 0.03%
17,822
+1,297
479
$1M 0.03%
3,779
-3,406
480
$1M 0.03%
81,870
-9,296
481
$997K 0.03%
11,341
-19
482
$990K 0.03%
13,619
-3,623
483
$988K 0.03%
131,382
+6,061
484
$987K 0.03%
9,857
+6,400
485
$984K 0.03%
50,613
+31,318
486
$982K 0.03%
23,997
+6,850
487
$982K 0.03%
+29,146
488
$974K 0.03%
70,942
+9,459
489
$972K 0.03%
26,789
+5,908
490
$968K 0.03%
13,205
+419
491
$962K 0.03%
2,243
-224
492
$951K 0.03%
7,234
-369
493
$946K 0.03%
7,923
+181
494
$945K 0.03%
19,033
-2,467
495
$940K 0.03%
61,780
-46,534
496
$940K 0.03%
3,471
+1,440
497
$940K 0.03%
22,253
-2,100
498
$937K 0.03%
8,408
-1,928
499
$936K 0.03%
11,001
-779
500
$936K 0.03%
20,439
+320
18 19
20
21 22