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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
676
$548K 0.02%
14,319
-5,525
677
$547K 0.02%
5,778
+629
678
$545K 0.02%
10,682
679
$544K 0.02%
42,366
-11,914
680
$539K 0.02%
2,939
-1,082
681
$539K 0.02%
2,625
-3,326
682
$539K 0.02%
+16,861
683
$538K 0.02%
2,304
+824
684
$538K 0.02%
12,330
+483
685
$536K 0.02%
5,805
686
$535K 0.02%
17,047
-214
687
$535K 0.02%
4,626
-16,071
688
$532K 0.02%
27,070
+2,695
689
$530K 0.02%
13,811
690
$529K 0.02%
6,756
-1,028
691
$524K 0.02%
5,062
+561
692
$521K 0.02%
14,185
-304
693
$521K 0.02%
+6,328
694
$520K 0.02%
5,701
+78
695
$519K 0.02%
2,905
-3,050
696
$519K 0.02%
280
-350
697
$518K 0.02%
23,615
+2,264
698
$517K 0.02%
2,259
+34
699
$516K 0.02%
5,586
+83
700
$512K 0.02%
16,614
+2,573
26 27
28
29 30