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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
701
$511K 0.02%
22,315
+12,986
702
$511K 0.02%
11,156
+3,802
703
$510K 0.02%
12,019
+523
704
$507K 0.02%
39,783
+1,578
705
$507K 0.02%
8,576
706
$506K 0.02%
14,133
+7,000
707
$506K 0.02%
3,147
-56
708
$505K 0.02%
2,132
+94
709
$502K 0.02%
15,094
+352
710
$499K 0.02%
53,303
-958
711
$497K 0.02%
6,829
-2,992
712
$496K 0.02%
11,850
+1,235
713
$494K 0.02%
18,180
714
$493K 0.02%
20,875
+5,712
715
$493K 0.02%
6,285
-47
716
$492K 0.02%
16,490
717
$492K 0.02%
3,648
+1,574
718
$492K 0.02%
20,207
-1,079
719
$491K 0.02%
10,230
+204
720
$490K 0.02%
4,481
+473
721
$489K 0.02%
1,928
+584
722
$485K 0.02%
5,443
-264
723
$484K 0.02%
52,515
+1,875
724
$484K 0.02%
13,859
-965
725
$483K 0.02%
2,630
27 28
29
30 31