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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
726
$483K 0.02%
+4,080
727
$482K 0.02%
+7,057
728
$481K 0.02%
+11,731
729
$480K 0.02%
47,300
+3,000
730
$479K 0.02%
58,807
+1,234
731
$477K 0.02%
3,029
+2
732
$475K 0.02%
1,995
-24
733
$475K 0.02%
4,904
+1,426
734
$471K 0.02%
42,175
-9,902
735
$469K 0.02%
2,328
+153
736
$467K 0.02%
5,763
-550
737
$466K 0.02%
9,606
+4,727
738
$459K 0.02%
23,523
-36,625
739
$457K 0.02%
11,931
+807
740
$455K 0.02%
2,787
+57
741
$455K 0.02%
12,374
-129
742
$454K 0.02%
7,231
+91
743
$454K 0.02%
17,142
+3,065
744
$453K 0.02%
3,286
+109
745
$452K 0.02%
15,382
746
$452K 0.02%
2,240
-106
747
$452K 0.02%
10,234
-113
748
$451K 0.02%
12,350
-10,253
749
$449K 0.02%
11,584
+2,028
750
$448K 0.02%
21,668
+1,696
28 29
30
31 32