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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
1126
$178K 0.01%
36,500
+9,000
1127
$178K 0.01%
14,550
+200
1128
$177K 0.01%
25,635
+7,848
1129
$171K 0.01%
13,472
+322
1130
$171K 0.01%
11,892
+288
1131
$170K 0.01%
20,900
-2,100
1132
$167K 0.01%
18,521
+3,350
1133
$160K 0.01%
21,283
-15,308
1134
$156K 0.01%
+19,475
1135
$153K 0.01%
+13,322
1136
$149K 0.01%
28,605
-1,871
1137
$139K ﹤0.01%
+25,100
1138
$136K ﹤0.01%
4,261
+1,132
1139
$130K ﹤0.01%
+10,000
1140
$126K ﹤0.01%
+10,000
1141
$123K ﹤0.01%
10,510
1142
$120K ﹤0.01%
11,668
-10,150
1143
$119K ﹤0.01%
19,725
+9,150
1144
$113K ﹤0.01%
19,173
+4,022
1145
$106K ﹤0.01%
1,950
+872
1146
$96.8K ﹤0.01%
15,615
+1,350
1147
$96.5K ﹤0.01%
36,280
-7,820
1148
$95.9K ﹤0.01%
20,722
-2,744
1149
$95.2K ﹤0.01%
13,392
+2,362
1150
$90.6K ﹤0.01%
17,900
44 45
46
47 48