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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
651
$589K 0.02%
8,700
+1,146
652
$588K 0.02%
+32,456
653
$588K 0.02%
9,316
+49
654
$588K 0.02%
7,219
+371
655
$587K 0.02%
4,443
-1,952
656
$587K 0.02%
68,050
-4
657
$586K 0.02%
3,086
-452
658
$581K 0.02%
2,754
-986
659
$580K 0.02%
6,655
+152
660
$579K 0.02%
18,539
+3,628
661
$578K 0.02%
5,388
+336
662
$578K 0.02%
24,400
663
$574K 0.02%
9,548
+1,636
664
$570K 0.02%
5,417
+134
665
$563K 0.02%
16,166
+1,148
666
$560K 0.02%
46,190
+2,889
667
$560K 0.02%
11,339
+4,806
668
$559K 0.02%
8,725
-8,885
669
$557K 0.02%
13,551
-1,499
670
$554K 0.02%
2,494
-2
671
$553K 0.02%
46,575
+15,474
672
$552K 0.02%
11,314
-3,217
673
$551K 0.02%
4,825
-464
674
$550K 0.02%
7,622
+763
675
$548K 0.02%
25,647
+3,541
25 26
27
28 29