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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
251
$2.22M 0.08%
+99,081
252
$2.21M 0.08%
10,677
-378
253
$2.2M 0.08%
37,657
-3,128
254
$2.19M 0.08%
+66,005
255
$2.17M 0.08%
375,185
-6,311
256
$2.17M 0.08%
82,909
+927
257
$2.16M 0.08%
14,006
+11,960
258
$2.15M 0.08%
13,560
-300
259
$2.13M 0.08%
141,174
-2,941
260
$2.05M 0.08%
9,378
+2,416
261
$2.03M 0.07%
22,123
-12,021
262
$2.03M 0.07%
32,031
+5,745
263
$2.03M 0.07%
35,268
+3,528
264
$2.03M 0.07%
19,532
+9,276
265
$2.01M 0.07%
37,716
+1,546
266
$2.01M 0.07%
256,059
+223,137
267
$1.98M 0.07%
+54,893
268
$1.97M 0.07%
135,435
+15,892
269
$1.97M 0.07%
16,062
+1,892
270
$1.97M 0.07%
37,239
+909
271
$1.96M 0.07%
7,250
+598
272
$1.95M 0.07%
26,073
+8,516
273
$1.94M 0.07%
66,867
+15,680
274
$1.93M 0.07%
21,868
+8,805
275
$1.93M 0.07%
42,389
+6,201
9 10
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