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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
401
$1.18M 0.04%
57,357
+2,564
402
$1.18M 0.04%
3,742
+27
403
$1.17M 0.04%
9,206
-226
404
$1.16M 0.04%
13,855
+3,070
405
$1.15M 0.04%
18,287
-1,648
406
$1.15M 0.04%
4,646
-187
407
$1.14M 0.04%
8,457
+1,618
408
$1.13M 0.04%
23,651
+187
409
$1.13M 0.04%
24,648
-708
410
$1.12M 0.04%
6,145
-373
411
$1.12M 0.04%
81,138
+23,865
412
$1.11M 0.04%
30,432
-3,387
413
$1.11M 0.04%
203,200
+100
414
$1.11M 0.04%
9,630
+1,743
415
$1.1M 0.04%
26,239
+16,705
416
$1.1M 0.04%
51,730
-1,170
417
$1.09M 0.04%
6,167
+3,497
418
$1.09M 0.04%
26,117
-1,164
419
$1.09M 0.04%
19,210
+4,795
420
$1.08M 0.04%
12,264
-736
421
$1.08M 0.04%
21,831
-776
422
$1.08M 0.04%
23,584
+14,124
423
$1.07M 0.04%
70,052
-306
424
$1.07M 0.04%
11,310
+994
425
$1.06M 0.04%
4,093
+933
15 16
17
18 19