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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
1
$177M 6.08%
1,630,721
-120,725
2
$105M 3.61%
473,328
+10,421
3
$75.9M 2.61%
161,887
+34,634
4
$62.3M 2.14%
327,651
-4,403
5
$61.6M 2.12%
367,837
-3,948
6
$59.6M 2.05%
158,836
-1,049
7
$51.9M 1.78%
92,775
-8,827
8
$44.6M 1.53%
79,386
+5,628
9
$36.6M 1.26%
133,343
+4,778
10
$36.3M 1.25%
1,731,306
+424,258
11
$32.3M 1.11%
34,180
+498
12
$26.9M 0.92%
459,417
+26,656
13
$26.9M 0.92%
490,765
-3,084
14
$24.7M 0.85%
42,791
+4,044
15
$22.9M 0.79%
1,158,424
+502,743
16
$21.5M 0.74%
74,764
+8,841
17
$20.9M 0.72%
317,524
+34,996
18
$20.3M 0.7%
78,271
-1,363
19
$19.9M 0.68%
192,748
+11,798
20
$19.5M 0.67%
231,362
-21,829
21
$19.5M 0.67%
124,681
-259
22
$18.9M 0.65%
369,546
+12,535
23
$18.7M 0.64%
556,886
+23,952
24
$18.5M 0.64%
212,543
-5,584
25
$17.6M 0.6%
32,965
+387
1
2 3 4 5