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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
351
$1.42M 0.05%
2,808
-71
352
$1.42M 0.05%
10,540
+6,961
353
$1.42M 0.05%
22,838
+467
354
$1.42M 0.05%
42,344
-385
355
$1.41M 0.05%
78,090
-1,464
356
$1.41M 0.05%
5,008
+762
357
$1.41M 0.05%
9,664
+796
358
$1.4M 0.05%
13,423
+997
359
$1.4M 0.05%
24,265
+6,984
360
$1.4M 0.05%
76,452
+35,637
361
$1.38M 0.05%
130,479
-6,840
362
$1.37M 0.05%
34,360
+3,420
363
$1.36M 0.05%
135,088
-6,961
364
$1.35M 0.05%
20,352
-204
365
$1.34M 0.05%
27,203
-5,798
366
$1.34M 0.05%
+17,825
367
$1.32M 0.05%
15,891
+819
368
$1.31M 0.05%
62,480
+4,653
369
$1.31M 0.05%
51,798
-96,588
370
$1.31M 0.05%
65,451
+1,603
371
$1.3M 0.05%
31,240
+10,680
372
$1.28M 0.05%
10,927
+618
373
$1.28M 0.05%
97,478
+11,663
374
$1.27M 0.05%
8,948
+937
375
$1.27M 0.05%
37,300
+65
13 14
15
16 17