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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
1076
$220K 0.01%
+713
1077
$220K 0.01%
16,090
-965
1078
$219K 0.01%
11,024
+568
1079
$219K 0.01%
+5,000
1080
$218K 0.01%
4,970
-299
1081
$218K 0.01%
898
-109
1082
$217K 0.01%
+467
1083
$217K 0.01%
5,605
-340
1084
$217K 0.01%
+3,445
1085
$217K 0.01%
1,853
+25
1086
$216K 0.01%
18,647
+3,625
1087
$216K 0.01%
4,789
1088
$215K 0.01%
+8,429
1089
$215K 0.01%
1,580
+2
1090
$213K 0.01%
17,453
+159
1091
$213K 0.01%
8,532
-16,639
1092
$213K 0.01%
3,503
-169
1093
$213K 0.01%
7,697
-463
1094
$213K 0.01%
+4,228
1095
$212K 0.01%
13,025
+364
1096
$211K 0.01%
4,277
-145
1097
$211K 0.01%
+7,425
1098
$210K 0.01%
933
+33
1099
$208K 0.01%
8,586
+361
1100
$207K 0.01%
4,343
42 43
44
45 46