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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
926
$306K 0.01%
+58,618
927
$306K 0.01%
+88,223
928
$305K 0.01%
+54,300
929
$305K 0.01%
3,990
+108
930
$305K 0.01%
600
+11
931
$305K 0.01%
6,769
932
$305K 0.01%
2,448
-31
933
$304K 0.01%
14,406
-4,013
934
$304K 0.01%
+31,951
935
$302K 0.01%
155
+12
936
$302K 0.01%
2,681
+6
937
$300K 0.01%
833
-6,019
938
$298K 0.01%
+27,242
939
$297K 0.01%
8,672
+6
940
$295K 0.01%
7,246
+1,600
941
$295K 0.01%
+2,130
942
$294K 0.01%
+2,848
943
$293K 0.01%
995
+144
944
$293K 0.01%
+9,000
945
$293K 0.01%
29,339
+8,968
946
$292K 0.01%
8,782
-224
947
$289K 0.01%
+3,744
948
$288K 0.01%
2,331
+148
949
$288K 0.01%
+5,845
950
$287K 0.01%
7,414
+30
36 37
38
39 40