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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
526
$847K 0.03%
19,137
+1,756
527
$846K 0.03%
27,084
-341
528
$844K 0.03%
6,164
-41,988
529
$842K 0.03%
2,279
+1,217
530
$842K 0.03%
24,422
-9,014
531
$838K 0.03%
+35,437
532
$838K 0.03%
21,972
+16,195
533
$836K 0.03%
28,423
+8,778
534
$829K 0.03%
10,721
+7,896
535
$825K 0.03%
10,897
-6,484
536
$823K 0.03%
+30,158
537
$823K 0.03%
28,836
-25,739
538
$818K 0.03%
31,821
+10,961
539
$817K 0.03%
4,339
-178
540
$814K 0.03%
15,976
-619
541
$812K 0.03%
12,089
+5,465
542
$810K 0.03%
10,045
+885
543
$807K 0.03%
9,374
-6,359
544
$805K 0.03%
7,714
-789
545
$805K 0.03%
12,365
-40
546
$801K 0.03%
3,135
-6,749
547
$801K 0.03%
3,867
+926
548
$797K 0.03%
10,992
+1,957
549
$796K 0.03%
+33,432
550
$796K 0.03%
34,724
+16,724
20 21
22
23 24