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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
576
$723K 0.02%
10,656
-1,373
577
$721K 0.02%
11,182
+3,727
578
$719K 0.02%
9,368
+544
579
$719K 0.02%
47,592
-16,508
580
$714K 0.02%
2,337
-106
581
$711K 0.02%
6,394
-112
582
$709K 0.02%
14,267
-355
583
$709K 0.02%
18,254
-1,000
584
$705K 0.02%
13,711
+2,801
585
$703K 0.02%
46,398
+699
586
$702K 0.02%
14,161
+1,356
587
$701K 0.02%
1,142
+419
588
$700K 0.02%
16,029
-2,927
589
$698K 0.02%
15,344
+8,816
590
$697K 0.02%
2,637
+352
591
$695K 0.02%
17,000
+1,200
592
$694K 0.02%
19,470
593
$694K 0.02%
7,407
+3,390
594
$691K 0.02%
2,961
-118
595
$691K 0.02%
55,467
+1,342
596
$690K 0.02%
36,605
+2,475
597
$690K 0.02%
40,253
+25,318
598
$690K 0.02%
7,827
+14
599
$688K 0.02%
1,478
-4
600
$685K 0.02%
28,285
-17,025
22 23
24
25 26