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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
376
$1.27M 0.05%
32,412
-17,127
377
$1.26M 0.05%
10,649
+1,277
378
$1.26M 0.05%
22,759
+3,608
379
$1.26M 0.05%
16,438
-2,017
380
$1.25M 0.05%
9,268
-681
381
$1.25M 0.05%
3,811
+22
382
$1.25M 0.05%
15,890
+2,540
383
$1.25M 0.05%
27,148
-18,590
384
$1.23M 0.05%
74,372
+2,994
385
$1.23M 0.05%
60,035
-493
386
$1.23M 0.05%
133,609
+100,194
387
$1.23M 0.05%
25,621
-2,059
388
$1.23M 0.05%
26,213
+19,739
389
$1.22M 0.05%
630
+235
390
$1.22M 0.04%
10,131
+986
391
$1.22M 0.04%
57,430
+13,421
392
$1.21M 0.04%
11,820
-643
393
$1.21M 0.04%
4,348
+196
394
$1.2M 0.04%
4,370
+204
395
$1.19M 0.04%
6,109
-2,901
396
$1.19M 0.04%
8,956
+650
397
$1.19M 0.04%
31,073
+5,719
398
$1.19M 0.04%
34,321
+8,981
399
$1.18M 0.04%
10,875
+3,375
400
$1.18M 0.04%
38,037
-3,168
14 15
16
17 18