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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
776
$422K 0.01%
2,015
-6
777
$421K 0.01%
10,081
-4,658
778
$419K 0.01%
4,559
-227
779
$417K 0.01%
6,108
+668
780
$417K 0.01%
20,832
+2,431
781
$416K 0.01%
11,841
-809
782
$413K 0.01%
13,580
-600
783
$412K 0.01%
+5,573
784
$411K 0.01%
9,254
-252
785
$410K 0.01%
+11,339
786
$408K 0.01%
869
+9
787
$408K 0.01%
42,566
+10,900
788
$408K 0.01%
3,423
+1,365
789
$408K 0.01%
+8,380
790
$407K 0.01%
13,538
+4,989
791
$407K 0.01%
2,490
+143
792
$407K 0.01%
5,653
-2,614
793
$407K 0.01%
921
-60
794
$406K 0.01%
+3,727
795
$406K 0.01%
10,636
+445
796
$406K 0.01%
4,255
-144
797
$403K 0.01%
1,297
+633
798
$402K 0.01%
8,966
-43
799
$401K 0.01%
2,281
+599
800
$400K 0.01%
5,755
-108
30 31
32
33 34