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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
1151
$90.5K ﹤0.01%
11,171
1152
$89.8K ﹤0.01%
21,650
-450
1153
$81K ﹤0.01%
16,555
-1,108
1154
$75.5K ﹤0.01%
15,400
-1,150
1155
$74.2K ﹤0.01%
+20,000
1156
$67.6K ﹤0.01%
17,748
-1,043
1157
$65.1K ﹤0.01%
15,658
+4,832
1158
$64.3K ﹤0.01%
10,657
-2,537
1159
$62.9K ﹤0.01%
+10,253
1160
$57.8K ﹤0.01%
+11,570
1161
$53.9K ﹤0.01%
10,685
-874
1162
$37.8K ﹤0.01%
13,931
+300
1163
$35K ﹤0.01%
+25,207
1164
$25.1K ﹤0.01%
23,250
1165
$24K ﹤0.01%
654
-2,265
1166
$23.1K ﹤0.01%
+17,103
1167
$17.2K ﹤0.01%
10,000
1168
$14.3K ﹤0.01%
25,000
1169
$11.6K ﹤0.01%
957
+204
1170
$10.7K ﹤0.01%
10,353
1171
$9.53K ﹤0.01%
1,449
1172
$6.58K ﹤0.01%
+875
1173
$6.08K ﹤0.01%
+11,081
1174
$3.3K ﹤0.01%
10,600
1175
– –
-14,960
45 46
47
48 49