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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
276
$1.92M 0.07%
21,703
-27
277
$1.91M 0.07%
19,357
+3,988
278
$1.91M 0.07%
80,473
+15,931
279
$1.89M 0.07%
44,182
+6,717
280
$1.88M 0.07%
36,961
+9,039
281
$1.88M 0.07%
15,510
+1,359
282
$1.87M 0.07%
17,216
-255
283
$1.87M 0.07%
118,100
+23,675
284
$1.86M 0.07%
16,872
-2,214
285
$1.84M 0.07%
149,321
-1,995
286
$1.84M 0.07%
56,104
+13,086
287
$1.84M 0.07%
22,965
-1,670
288
$1.83M 0.07%
24,476
+1,509
289
$1.83M 0.07%
15,263
+12,737
290
$1.81M 0.07%
38,387
+3,860
291
$1.81M 0.07%
30,999
+5,975
292
$1.8M 0.07%
26,787
+1,332
293
$1.79M 0.07%
48,293
-89
294
$1.79M 0.07%
27,184
+1,875
295
$1.75M 0.06%
108,289
-49,239
296
$1.75M 0.06%
22,062
+4,803
297
$1.74M 0.06%
+64,315
298
$1.73M 0.06%
2,798
+90
299
$1.73M 0.06%
37,698
-4,376
300
$1.73M 0.06%
115,823
-6,164
10 11
12
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