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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
1001
$257K 0.01%
7,178
1002
$257K 0.01%
6,260
-262
1003
$255K 0.01%
9,591
+1,482
1004
$255K 0.01%
5,101
+24
1005
$253K 0.01%
+8,047
1006
$253K 0.01%
2,004
+200
1007
$252K 0.01%
11,759
+610
1008
$252K 0.01%
+4,712
1009
$251K 0.01%
6,153
-83
1010
$251K 0.01%
+4,468
1011
$250K 0.01%
5,701
+1,163
1012
$250K 0.01%
5,901
-2,300
1013
$249K 0.01%
5,911
+554
1014
$248K 0.01%
6,431
-3,711
1015
$248K 0.01%
10,000
1016
$247K 0.01%
4,140
-8,023
1017
$247K 0.01%
3,765
+62
1018
$246K 0.01%
+22,218
1019
$245K 0.01%
8,000
1020
$242K 0.01%
4,980
1021
$242K 0.01%
7,954
1022
$242K 0.01%
7,292
-3,061
1023
$242K 0.01%
1,577
1024
$242K 0.01%
1,658
-5
1025
$241K 0.01%
+4,156
39 40
41
42 43