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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
1101
$206K 0.01%
2,262
-205
1102
$205K 0.01%
4,600
-4,398
1103
$205K 0.01%
+6,589
1104
$205K 0.01%
22,800
-43,900
1105
$204K 0.01%
2,981
-522
1106
$204K 0.01%
+5,904
1107
$204K 0.01%
+7,519
1108
$204K 0.01%
+5,140
1109
$204K 0.01%
9,236
+1,588
1110
$204K 0.01%
2,054
+55
1111
$204K 0.01%
+590
1112
$204K 0.01%
+12,985
1113
$203K 0.01%
1,739
+264
1114
$202K 0.01%
6,750
-324
1115
$202K 0.01%
247
-1
1116
$201K 0.01%
1,944
-155
1117
$201K 0.01%
+2,221
1118
$201K 0.01%
7,020
1119
$201K 0.01%
+8,072
1120
$201K 0.01%
1,325
1121
$199K 0.01%
11,600
1122
$197K 0.01%
+10,133
1123
$194K 0.01%
+10,201
1124
$190K 0.01%
24,419
1125
$181K 0.01%
+10,177
43 44
45
46 47