We are live on ! Find out more
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
826
$376K 0.01%
9,092
+4,140
827
$376K 0.01%
5,445
-9,519
828
$376K 0.01%
7,500
829
$376K 0.01%
19,176
+1,598
830
$375K 0.01%
49,768
+17,500
831
$375K 0.01%
2,458
+197
832
$375K 0.01%
46,836
-805
833
$375K 0.01%
28,490
-4,539
834
$375K 0.01%
1,109
-261
835
$375K 0.01%
2,171
-155
836
$374K 0.01%
23,150
+1,350
837
$373K 0.01%
5,080
+248
838
$372K 0.01%
22,055
+628
839
$372K 0.01%
2,847
+402
840
$371K 0.01%
34,000
-20,010
841
$370K 0.01%
1,655
+217
842
$370K 0.01%
7,582
843
$370K 0.01%
16,107
+3,641
844
$369K 0.01%
+18,388
845
$369K 0.01%
2,740
-87
846
$368K 0.01%
6,075
+1,706
847
$367K 0.01%
1,588
+52
848
$367K 0.01%
19,783
+4,274
849
$366K 0.01%
3,146
+726
850
$365K 0.01%
6,060
-217
32 33
34
35 36