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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
176
$3.45M 0.12%
46,770
+42,456
177
$3.44M 0.12%
234,847
+83,779
178
$3.4M 0.12%
27,953
-2,025
179
$3.35M 0.12%
284,691
-8,427
180
$3.32M 0.11%
19,109
-17,376
181
$3.29M 0.11%
502,979
+14,948
182
$3.26M 0.11%
340,033
+47,489
183
$3.26M 0.11%
47,721
-2,103
184
$3.25M 0.11%
135,155
-378,592
185
$3.2M 0.11%
93,221
+43,208
186
$3.19M 0.11%
252,824
+188
187
$3.18M 0.11%
44,259
+2,102
188
$3.18M 0.11%
53,103
-792
189
$3.18M 0.11%
157,095
+19,089
190
$3.17M 0.11%
149,610
+6,783
191
$3.14M 0.11%
19,791
+1,395
192
$3.14M 0.11%
58,110
-16,988
193
$3.08M 0.11%
6,567
+8
194
$3.08M 0.11%
245,075
+42,419
195
$3.07M 0.11%
99,095
-27,329
196
$3.02M 0.1%
68,962
-2,076
197
$2.99M 0.1%
12,916
-236
198
$2.97M 0.1%
83,452
+12,085
199
$2.97M 0.1%
10,889
+1,424
200
$2.96M 0.1%
35,782
+334
6 7
8
9 10