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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
201
$2.93M 0.1%
23,092
+121
202
$2.9M 0.1%
21,834
+126
203
$2.89M 0.1%
78,136
204
$2.88M 0.1%
20,607
-3,429
205
$2.87M 0.1%
40,142
+5,589
206
$2.86M 0.1%
31,638
+2,857
207
$2.86M 0.1%
9,177
+2,041
208
$2.84M 0.1%
28,214
+20,419
209
$2.84M 0.1%
126,537
+33,517
210
$2.83M 0.1%
87,278
+4,067
211
$2.82M 0.1%
31,288
-3,816
212
$2.81M 0.1%
506,058
+15,902
213
$2.8M 0.1%
17,580
-4,310
214
$2.79M 0.1%
73,832
+12,163
215
$2.75M 0.09%
48,722
+11,437
216
$2.73M 0.09%
84,040
+20,350
217
$2.72M 0.09%
29,042
+24,036
218
$2.71M 0.09%
15,893
+2,267
219
$2.71M 0.09%
43,904
-2,209
220
$2.7M 0.09%
55,567
+788
221
$2.68M 0.09%
71,378
+316
222
$2.68M 0.09%
27,714
-1,988
223
$2.62M 0.09%
33,923
+221
224
$2.61M 0.09%
111,391
-23,610
225
$2.58M 0.09%
56,018
-89
7 8
9
10 11