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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
126
$4.7M 0.16%
45,790
-5,695
127
$4.68M 0.16%
48,479
+5,812
128
$4.67M 0.16%
28,150
+3,238
129
$4.59M 0.16%
116,454
-84,454
130
$4.56M 0.16%
50,827
-197
131
$4.54M 0.16%
+111,646
132
$4.53M 0.16%
45,035
+7,788
133
$4.51M 0.16%
225,702
+19,227
134
$4.49M 0.15%
48,380
-21,926
135
$4.49M 0.15%
88,842
+10,120
136
$4.35M 0.15%
344,955
+28,942
137
$4.32M 0.15%
21,668
-11,958
138
$4.32M 0.15%
44,891
+5,197
139
$4.26M 0.15%
65,384
-49,693
140
$4.22M 0.14%
21,065
+2,473
141
$4.2M 0.14%
22,298
-1,763
142
$4.17M 0.14%
42,477
+2,673
143
$4.16M 0.14%
100,614
+456
144
$4.15M 0.14%
237,567
+11,752
145
$4.14M 0.14%
113,439
-49,533
146
$4.11M 0.14%
69,708
-3,934
147
$4.1M 0.14%
24,078
+5,706
148
$4.05M 0.14%
27,577
+4,337
149
$4M 0.14%
7,644
-1,243
150
$4M 0.14%
23,440
-645
4 5
6
7 8