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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
301
$1.72M 0.06%
20,621
-347
302
$1.71M 0.06%
311,207
+36,685
303
$1.71M 0.06%
13,516
-418
304
$1.71M 0.06%
65,280
+19,392
305
$1.7M 0.06%
12,948
-108
306
$1.7M 0.06%
13,338
+386
307
$1.69M 0.06%
14,153
+591
308
$1.69M 0.06%
13,491
-87
309
$1.69M 0.06%
2,028
+127
310
$1.68M 0.06%
71,678
+30,114
311
$1.67M 0.06%
118,613
+17,883
312
$1.67M 0.06%
13,043
+10,065
313
$1.67M 0.06%
56,755
-2,600
314
$1.66M 0.06%
13,949
+3,249
315
$1.65M 0.06%
14,591
+2,077
316
$1.65M 0.06%
5,796
+4,577
317
$1.64M 0.06%
7,829
-74
318
$1.64M 0.06%
12,024
-2,547
319
$1.64M 0.06%
108,331
+3,080
320
$1.63M 0.06%
56,026
+4,000
321
$1.63M 0.06%
48,677
-6,440
322
$1.63M 0.06%
71,904
-2,853
323
$1.63M 0.06%
55,922
+11,790
324
$1.62M 0.06%
100,729
+30,079
325
$1.61M 0.06%
38,521
-1,276
11 12
13
14 15