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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
501
$931K 0.03%
19,557
-7,248
502
$930K 0.03%
11,792
+1,906
503
$930K 0.03%
8,376
+344
504
$926K 0.03%
3,273
-412
505
$926K 0.03%
109,282
-26,715
506
$917K 0.03%
57,100
507
$912K 0.03%
12,842
+1,221
508
$911K 0.03%
7,502
+2,410
509
$909K 0.03%
7,190
+3,247
510
$904K 0.03%
19,626
+12,671
511
$903K 0.03%
20,856
+3,577
512
$902K 0.03%
12,025
+1,054
513
$896K 0.03%
+24,780
514
$877K 0.03%
4,647
+668
515
$876K 0.03%
29,111
-3,855
516
$871K 0.03%
11,828
+270
517
$868K 0.03%
7,676
-1,731
518
$868K 0.03%
11,433
+646
519
$863K 0.03%
18,500
-825
520
$858K 0.03%
204,800
-6,500
521
$858K 0.03%
31,550
+10,650
522
$858K 0.03%
32,418
+7,742
523
$856K 0.03%
21,304
-695
524
$856K 0.03%
4,969
-206
525
$855K 0.03%
13,808
+6,109
19 20
21
22 23