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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
101
$5.7M 0.2%
166,873
+10,829
102
$5.68M 0.2%
187,611
+35,929
103
$5.53M 0.19%
33,074
+7,867
104
$5.48M 0.19%
133,138
+63,162
105
$5.45M 0.19%
173,497
+10,520
106
$5.41M 0.19%
191,451
+33,557
107
$5.31M 0.18%
106,265
-30,872
108
$5.31M 0.18%
101,403
+88,107
109
$5.28M 0.18%
72,445
+21,875
110
$5.26M 0.18%
52,853
+1,684
111
$5.24M 0.18%
149,116
+7,840
112
$5.11M 0.18%
98,466
-2,279
113
$5.08M 0.17%
46,166
-617
114
$5.06M 0.17%
82,034
+9,696
115
$5.02M 0.17%
146,667
+15,099
116
$5.02M 0.17%
105,704
+5,163
117
$4.99M 0.17%
48,788
-5,105
118
$4.89M 0.17%
14,831
+758
119
$4.87M 0.17%
19,349
+145
120
$4.87M 0.17%
53,459
+6,680
121
$4.85M 0.17%
245,511
+27,918
122
$4.85M 0.17%
15,517
+4,310
123
$4.82M 0.17%
64,552
+18,074
124
$4.78M 0.16%
555,660
-32,868
125
$4.73M 0.16%
17,614
-212
3 4
5
6 7