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
851
$364K 0.01%
7,249
+902
852
$364K 0.01%
7,674
+292
853
$363K 0.01%
4,257
-93
854
$363K 0.01%
4,031
-1,030
855
$363K 0.01%
40,200
+3,500
856
$362K 0.01%
8,625
857
$362K 0.01%
5,817
-393
858
$360K 0.01%
23,450
-3,550
859
$360K 0.01%
2,890
-63
860
$356K 0.01%
+17,846
861
$356K 0.01%
+2,355
862
$355K 0.01%
52,886
-43,657
863
$353K 0.01%
5,271
+1,560
864
$352K 0.01%
7,050
+131
865
$351K 0.01%
6,988
+27
866
$351K 0.01%
14,773
-239
867
$350K 0.01%
9,338
-25
868
$349K 0.01%
+3,221
869
$347K 0.01%
9,035
+223
870
$347K 0.01%
12,875
+522
871
$343K 0.01%
+4,039
872
$342K 0.01%
+6,868
873
$342K 0.01%
2,318
-31
874
$342K 0.01%
5,447
+400
875
$342K 0.01%
+8,766
33 34
35
36 37