We are live on ! Find out more
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
326
$1.61M 0.06%
111,695
+2,817
327
$1.59M 0.06%
37,899
-2,756
328
$1.56M 0.06%
19,170
+7,300
329
$1.56M 0.06%
2,742
-2,699
330
$1.56M 0.06%
17,402
+2,340
331
$1.54M 0.06%
18,711
+2,914
332
$1.54M 0.06%
10,859
+873
333
$1.54M 0.06%
18,223
+1,111
334
$1.52M 0.06%
17,550
-8,662
335
$1.51M 0.06%
47,035
+477
336
$1.5M 0.06%
14,853
+1,232
337
$1.5M 0.06%
3,036
+1,518
338
$1.5M 0.06%
36,582
+11,192
339
$1.49M 0.05%
9,571
-281
340
$1.48M 0.05%
23,349
+6,650
341
$1.47M 0.05%
58,687
+31,159
342
$1.47M 0.05%
14,940
-4,570
343
$1.46M 0.05%
16,755
-105
344
$1.46M 0.05%
4,403
+1,955
345
$1.46M 0.05%
42,511
+409
346
$1.45M 0.05%
15,961
+670
347
$1.45M 0.05%
790
-5
348
$1.45M 0.05%
12,190
-67,652
349
$1.43M 0.05%
22,136
+2,243
350
$1.43M 0.05%
1,501
+176
12 13
14
15 16