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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
976
$266K 0.01%
789
-98
977
$266K 0.01%
+11,457
978
$266K 0.01%
27,750
-803
979
$265K 0.01%
3,705
-6,859
980
$265K 0.01%
3,045
-178
981
$265K 0.01%
+4,147
982
$264K 0.01%
7,718
+581
983
$264K 0.01%
5,255
-613
984
$264K 0.01%
+5,608
985
$263K 0.01%
+10,323
986
$262K 0.01%
4,726
+347
987
$262K 0.01%
5,211
-450
988
$261K 0.01%
+7,998
989
$261K 0.01%
3,840
-300
990
$261K 0.01%
5,700
991
$260K 0.01%
+11,626
992
$260K 0.01%
+12,021
993
$260K 0.01%
+5,900
994
$260K 0.01%
7,649
-95
995
$259K 0.01%
4,695
+406
996
$259K 0.01%
2,338
+1
997
$258K 0.01%
+4,417
998
$258K 0.01%
8,193
999
$257K 0.01%
+12,900
1000
$257K 0.01%
+12,209
38 39
40
41 42