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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
$2.72B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.76M
3
+$7.13M
4
AHR icon
American Healthcare REIT
AHR
+$7.13M
5
COST icon
Costco
COST
+$4.97M

Top Sells

1
+$10.5M
2
+$9.02M
3
+$6.62M
4
LLY icon
Eli Lilly
LLY
+$6.62M
5
TSLA icon
Tesla
TSLA
+$6.05M

Sector Composition

1 Technology 21.41%
2 Financials 5.41%
3 Consumer Discretionary 5.26%
4 Communication Services 3.19%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.45M 0.09%
14,094
+2,823
227
$2.44M 0.09%
66,948
-3,172
228
$2.4M 0.09%
28,657
+18,032
229
$2.4M 0.09%
27,823
-91
230
$2.39M 0.09%
33,283
+2,561
231
$2.39M 0.09%
118,954
+6,400
232
$2.38M 0.09%
91,554
+3,673
233
$2.38M 0.09%
65,304
+17,856
234
$2.38M 0.09%
62,111
+912
235
$2.37M 0.09%
71,930
+174
236
$2.37M 0.09%
23,257
+17,517
237
$2.36M 0.09%
46,253
-5,808
238
$2.35M 0.09%
79,822
+2,341
239
$2.34M 0.09%
237,550
-1,179
240
$2.33M 0.09%
29,873
+3,353
241
$2.33M 0.09%
97,986
+7,116
242
$2.32M 0.09%
11,477
-1,256
243
$2.31M 0.09%
29,125
-3,305
244
$2.31M 0.08%
40,802
+5,600
245
$2.3M 0.08%
203,256
-9,313
246
$2.3M 0.08%
34,904
-332
247
$2.29M 0.08%
8,698
-882
248
$2.29M 0.08%
97,939
+4,918
249
$2.27M 0.08%
28,825
+1,882
250
$2.25M 0.08%
54,663
+1,380
8 9
10
11 12