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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
876
$341K 0.01%
29,594
+1,079
877
$339K 0.01%
3,623
+662
878
$338K 0.01%
8,469
+1,111
879
$337K 0.01%
+6,500
880
$336K 0.01%
2,176
+582
881
$334K 0.01%
20,615
882
$333K 0.01%
4,040
-2,069
883
$333K 0.01%
1,809
+350
884
$332K 0.01%
6,505
-507
885
$332K 0.01%
8,913
-1,000
886
$331K 0.01%
2,405
-13
887
$330K 0.01%
9,650
-3,516
888
$329K 0.01%
14,735
+950
889
$328K 0.01%
23,059
+2,873
890
$328K 0.01%
2,479
891
$327K 0.01%
8,503
-108
892
$327K 0.01%
11,049
+680
893
$327K 0.01%
15,566
-779
894
$326K 0.01%
1,861
+214
895
$325K 0.01%
10,497
-1,045
896
$325K 0.01%
13,898
-1,225
897
$324K 0.01%
14,670
+755
898
$324K 0.01%
2,837
+2
899
$323K 0.01%
11,640
+87
900
$323K 0.01%
3,411
-2,736
34 35
36
37 38