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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
751
$448K 0.02%
28,796
+15,116
752
$447K 0.02%
7,495
-663
753
$447K 0.02%
6,294
+1,529
754
$445K 0.02%
18,900
755
$445K 0.02%
2,046
-46
756
$445K 0.02%
765
+5
757
$443K 0.02%
17,600
758
$442K 0.02%
10,855
+872
759
$442K 0.02%
1,812
+130
760
$441K 0.02%
17,600
761
$439K 0.02%
11,806
-202
762
$437K 0.02%
4,368
-1,359
763
$433K 0.01%
28,068
+7,804
764
$433K 0.01%
3,347
-191
765
$432K 0.01%
32,353
766
$431K 0.01%
16,076
+37
767
$430K 0.01%
4,718
-1,784
768
$430K 0.01%
16,592
+3,759
769
$429K 0.01%
7,499
+1,833
770
$428K 0.01%
2,887
-35
771
$428K 0.01%
1,726
+150
772
$427K 0.01%
12,720
+617
773
$427K 0.01%
21,926
+1,834
774
$425K 0.01%
10,339
-400
775
$425K 0.01%
8,256
-38,547
29 30
31
32 33