We are live on ! Find out more
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
1201
– –
-1,700
1202
– –
-9,506
1203
– –
-38,400
1204
– –
-3,577
1205
– –
-33,350
1206
– –
-48,989
1207
– –
-28,376
1208
– –
-12,000
1209
– –
-5,605
1210
– –
-13,527
1211
– –
-2,577
1212
– –
-10,900
1213
– –
-21,162
1214
– –
-17,167
1215
– –
-18,434
1216
– –
-80,110
1217
– –
-26,481
1218
– –
-35,353
1219
– –
-23,303
1220
– –
-29,637
1221
– –
-1,671
1222
– –
-27,232
1223
– –
-5,335
1224
– –
-232
1225
– –
-11,747
47 48
49
50 51