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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
801
$399K 0.01%
4,475
-1,550
802
$399K 0.01%
5,337
-1
803
$398K 0.01%
4,156
-10,946
804
$397K 0.01%
9,025
-842
805
$397K 0.01%
6,773
+150
806
$396K 0.01%
26,826
+2,439
807
$393K 0.01%
89,100
-8,930
808
$392K 0.01%
4,879
+2,294
809
$389K 0.01%
2,289
+169
810
$389K 0.01%
+3,232
811
$388K 0.01%
+10,336
812
$388K 0.01%
12,752
-101
813
$387K 0.01%
6,455
-500
814
$384K 0.01%
662
-225
815
$384K 0.01%
+7,498
816
$382K 0.01%
1,106
-89
817
$382K 0.01%
1,041
-196
818
$381K 0.01%
12,009
+750
819
$381K 0.01%
2,937
-3,227
820
$380K 0.01%
1,248
-54
821
$380K 0.01%
18,675
+1,439
822
$380K 0.01%
6,444
-562
823
$378K 0.01%
3,881
-40
824
$377K 0.01%
2,291
-167
825
$377K 0.01%
30,423
+94
31 32
33
34 35