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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
76
$7.08M 0.24%
194,565
+3,059
77
$7.08M 0.24%
46,060
-696
78
$6.96M 0.24%
986,717
+53,666
79
$6.94M 0.24%
47,552
+6,701
80
$6.92M 0.24%
109,896
-7,866
81
$6.61M 0.23%
39,797
+11,094
82
$6.6M 0.23%
361,695
+140,434
83
$6.56M 0.23%
15,621
-1,222
84
$6.38M 0.22%
181,412
+49,556
85
$6.3M 0.22%
123,250
+34,219
86
$6.23M 0.21%
77,534
+12,314
87
$6.23M 0.21%
76,281
+38,566
88
$6.22M 0.21%
84,469
-3,242
89
$6.2M 0.21%
91,416
+736
90
$6.1M 0.21%
40,703
+2,647
91
$6.08M 0.21%
274,473
-7,419
92
$6.06M 0.21%
174,323
-4,357
93
$5.99M 0.21%
12,096
+2,085
94
$5.97M 0.21%
63,697
+6,695
95
$5.91M 0.2%
56,493
-1,072
96
$5.85M 0.2%
114,220
+3,185
97
$5.81M 0.2%
33,547
-448
98
$5.79M 0.2%
93,675
+1,330
99
$5.77M 0.2%
201,450
-200
100
$5.76M 0.2%
187,458
-6,147
2 3
4
5 6