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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
51
$9.36M 0.32%
25,549
+3,017
52
$9.29M 0.32%
287,075
-15,372
53
$9.03M 0.31%
81,770
+12,492
54
$8.72M 0.3%
152,610
-26,303
55
$8.63M 0.3%
184,604
-160,166
56
$8.57M 0.29%
46,500
-2,925
57
$8.54M 0.29%
299,200
+66,492
58
$8.45M 0.29%
49,542
-8,861
59
$8.44M 0.29%
507,239
-36,135
60
$8.44M 0.29%
185,964
+20,508
61
$8.39M 0.29%
39,692
-14,435
62
$8.34M 0.29%
70,166
-710
63
$8.19M 0.28%
164,424
+6,172
64
$7.99M 0.27%
57,155
-33,754
65
$7.94M 0.27%
266,850
+138,593
66
$7.87M 0.27%
51,396
-22,641
67
$7.77M 0.27%
40,035
-1,564
68
$7.56M 0.26%
30,405
+13,415
69
$7.52M 0.26%
200,442
-222,713
70
$7.5M 0.26%
43,875
+1,589
71
$7.42M 0.26%
57,532
-1,005
72
$7.4M 0.25%
20,982
+409
73
$7.25M 0.25%
289,563
+901
74
$7.14M 0.25%
105,013
+476
75
$7.1M 0.24%
120,486
-72,985
1 2
3
4 5