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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
1051
$229K 0.01%
+3,558
1052
$229K 0.01%
9,045
-440
1053
$228K 0.01%
2,137
+218
1054
$228K 0.01%
2,218
+12
1055
$228K 0.01%
+1,074
1056
$228K 0.01%
+2,981
1057
$228K 0.01%
2,841
+152
1058
$226K 0.01%
+520
1059
$225K 0.01%
5,319
-3,152
1060
$225K 0.01%
+371
1061
$225K 0.01%
11,050
+450
1062
$225K 0.01%
+8,550
1063
$225K 0.01%
1,688
+138
1064
$224K 0.01%
1,139
1065
$224K 0.01%
8,200
1066
$223K 0.01%
15,422
+229
1067
$223K 0.01%
7,050
1068
$222K 0.01%
+5,205
1069
$222K 0.01%
507
-12
1070
$222K 0.01%
18,362
-20,774
1071
$222K 0.01%
6,143
1072
$221K 0.01%
1,478
-81
1073
$221K 0.01%
10,728
-2,385
1074
$220K 0.01%
+1,979
1075
$220K 0.01%
+6,757
41 42
43
44 45