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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
901
$323K 0.01%
12,507
902
$322K 0.01%
13,659
+2,432
903
$320K 0.01%
6,207
+135
904
$319K 0.01%
34,239
+3,800
905
$319K 0.01%
8,388
+1,953
906
$318K 0.01%
3,161
-530
907
$317K 0.01%
2,298
+282
908
$316K 0.01%
+7,544
909
$316K 0.01%
3,504
+491
910
$315K 0.01%
+2,445
911
$315K 0.01%
28,103
+1,144
912
$314K 0.01%
+4,540
913
$313K 0.01%
1,294
+2
914
$313K 0.01%
18,500
915
$312K 0.01%
8,250
+2,378
916
$312K 0.01%
3,928
-2,279
917
$310K 0.01%
4,330
-2,804
918
$309K 0.01%
+5,545
919
$308K 0.01%
2,730
-22,253
920
$308K 0.01%
4,251
-122
921
$307K 0.01%
14,259
922
$307K 0.01%
8,600
+832
923
$307K 0.01%
9,400
+1,536
924
$306K 0.01%
9,244
+208
925
$306K 0.01%
8,716
-1,815
35 36
37
38 39