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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
151
$3.95M 0.14%
171,741
+131,701
152
$3.92M 0.13%
7,156
+480
153
$3.92M 0.13%
76,697
+8,372
154
$3.87M 0.13%
14,367
-275
155
$3.8M 0.13%
91,078
+1,659
156
$3.79M 0.13%
72,328
-2,017
157
$3.78M 0.13%
38,308
+4,458
158
$3.75M 0.13%
76,968
+15,384
159
$3.73M 0.13%
40,357
+30,695
160
$3.73M 0.13%
18,791
-10
161
$3.71M 0.13%
291,193
+13,562
162
$3.7M 0.13%
21,402
-80
163
$3.67M 0.13%
16,549
+1,288
164
$3.66M 0.13%
227,429
-7,625
165
$3.63M 0.12%
186,287
+13,501
166
$3.61M 0.12%
25,727
-13,213
167
$3.61M 0.12%
68,657
+1,847
168
$3.6M 0.12%
142,025
-17,884
169
$3.55M 0.12%
89,920
-6,259
170
$3.55M 0.12%
27,085
-10,880
171
$3.53M 0.12%
+101,126
172
$3.52M 0.12%
35,623
-1,353
173
$3.49M 0.12%
78,280
-995
174
$3.48M 0.12%
336,284
+4,396
175
$3.46M 0.12%
72,250
+52,613
5 6
7
8 9