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
551
$793K 0.03%
33,444
+20,085
552
$789K 0.03%
23,338
+6,447
553
$787K 0.03%
26,889
554
$779K 0.03%
38,132
-676
555
$776K 0.03%
144,050
-30,370
556
$773K 0.03%
2,584
-131
557
$768K 0.03%
66,105
-27,730
558
$764K 0.03%
23,812
-3,746
559
$762K 0.03%
17,391
+6,464
560
$761K 0.03%
28,652
+2,895
561
$760K 0.03%
+19,660
562
$758K 0.03%
17,272
-5,000
563
$754K 0.03%
11,200
+4,754
564
$752K 0.03%
52,067
-1,630
565
$752K 0.03%
10,525
-240
566
$751K 0.03%
61,152
+6,152
567
$750K 0.03%
2,405
-84
568
$741K 0.03%
28,729
+7,272
569
$741K 0.03%
57,775
+28,223
570
$741K 0.03%
10,674
-33,770
571
$740K 0.03%
13,518
-12,212
572
$736K 0.03%
17,345
+7,658
573
$731K 0.03%
3,344
-531
574
$730K 0.03%
+47,772
575
$727K 0.03%
+10,330
21 22
23
24 25