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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
951
$287K 0.01%
7,598
+360
952
$287K 0.01%
4,321
+300
953
$286K 0.01%
2,529
+851
954
$286K 0.01%
+12,421
955
$284K 0.01%
2,548
-1,761
956
$283K 0.01%
+18,674
957
$283K 0.01%
+6,218
958
$282K 0.01%
857
-571
959
$282K 0.01%
1,062
+138
960
$281K 0.01%
1,301
-857
961
$279K 0.01%
9,896
+151
962
$277K 0.01%
+37,428
963
$276K 0.01%
12,091
+769
964
$276K 0.01%
5,960
-645
965
$274K 0.01%
8,750
-17
966
$274K 0.01%
1,909
-5,029
967
$273K 0.01%
1,076
+60
968
$273K 0.01%
11,028
+155
969
$272K 0.01%
4,794
-126
970
$272K 0.01%
8,400
971
$271K 0.01%
5,476
+61
972
$267K 0.01%
1,170
+9
973
$267K 0.01%
14,000
-164
974
$266K 0.01%
4,500
975
$266K 0.01%
9,093
+1,167
37 38
39
40 41