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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
1026
$241K 0.01%
+4,900
1027
$241K 0.01%
1,091
-159
1028
$241K 0.01%
3,791
-22
1029
$240K 0.01%
890
-15
1030
$239K 0.01%
8,600
1031
$239K 0.01%
1,274
+3
1032
$238K 0.01%
3,060
-56
1033
$237K 0.01%
5,836
-105
1034
$237K 0.01%
+2,358
1035
$236K 0.01%
2,475
-105
1036
$236K 0.01%
12,545
-172
1037
$236K 0.01%
19,582
+1,400
1038
$236K 0.01%
+4,640
1039
$235K 0.01%
+4,867
1040
$234K 0.01%
1,166
-3,429
1041
$232K 0.01%
1,130
-64
1042
$232K 0.01%
+1,584
1043
$232K 0.01%
+8,504
1044
$232K 0.01%
2,500
1045
$232K 0.01%
+703
1046
$231K 0.01%
1,233
-200
1047
$230K 0.01%
3,800
+229
1048
$230K 0.01%
2,744
-136
1049
$230K 0.01%
11,075
-112
1050
$230K 0.01%
+11,765
40 41
42
43 44