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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
601
$683K 0.02%
34,000
+15,600
602
$675K 0.02%
+8,081
603
$672K 0.02%
23,735
+6,508
604
$669K 0.02%
5,485
-621
605
$666K 0.02%
361
-298
606
$666K 0.02%
4,520
+3,061
607
$664K 0.02%
62,782
+42,790
608
$664K 0.02%
+17,108
609
$659K 0.02%
7,917
-12,025
610
$658K 0.02%
34,234
-11,053
611
$657K 0.02%
3,847
-322
612
$656K 0.02%
+8,802
613
$656K 0.02%
+9,311
614
$653K 0.02%
1,029
+200
615
$652K 0.02%
1,273
+24
616
$651K 0.02%
3,442
-50
617
$650K 0.02%
31,344
+10,952
618
$650K 0.02%
24,669
-76,253
619
$644K 0.02%
2,765
-191
620
$643K 0.02%
+30,456
621
$637K 0.02%
3,160
-1,044
622
$637K 0.02%
+3,189
623
$635K 0.02%
16,797
624
$634K 0.02%
42,425
625
$633K 0.02%
+20,447
23 24
25
26 27