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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
626
$630K 0.02%
2,085
-36
627
$627K 0.02%
10,190
-110,821
628
$623K 0.02%
17,850
+2,087
629
$623K 0.02%
4,012
+960
630
$622K 0.02%
3,746
+778
631
$621K 0.02%
21,025
+10,333
632
$621K 0.02%
19,776
-4,057
633
$617K 0.02%
14,650
-3,250
634
$615K 0.02%
+8,358
635
$615K 0.02%
12,132
+3,509
636
$614K 0.02%
7,571
-10,130
637
$614K 0.02%
14,752
+2,173
638
$612K 0.02%
5,483
-96
639
$611K 0.02%
9,920
-4,614
640
$608K 0.02%
+904
641
$607K 0.02%
1,801
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642
$607K 0.02%
5,847
+765
643
$604K 0.02%
75,911
+25,101
644
$602K 0.02%
19,800
+1,239
645
$601K 0.02%
4,688
+1,877
646
$598K 0.02%
7,697
647
$597K 0.02%
13,498
-1,947
648
$594K 0.02%
59,566
+250
649
$592K 0.02%
17,332
-108,530
650
$589K 0.02%
13,513
24 25
26
27 28