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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
426
$1.06M 0.04%
16,706
+5,608
427
$1.06M 0.04%
13,620
+417
428
$1.06M 0.04%
45,135
+615
429
$1.06M 0.04%
10,048
-3
430
$1.06M 0.04%
2,904
-265
431
$1.05M 0.04%
2,640
-354
432
$1.05M 0.04%
22,376
+459
433
$1.05M 0.04%
7,968
+190
434
$1.05M 0.04%
50,896
+9,384
435
$1.04M 0.04%
5,980
-76
436
$1.04M 0.04%
18,473
-7,123
437
$1.04M 0.04%
25,203
+4,891
438
$1.04M 0.04%
9,454
+2,066
439
$1.04M 0.04%
44,815
+495
440
$1.03M 0.04%
116,819
-23,943
441
$1.02M 0.04%
21,544
-4,077
442
$1.02M 0.04%
19,707
+5,985
443
$1.01M 0.04%
21,308
-100,809
444
$1.01M 0.04%
+34,572
445
$1M 0.04%
187,602
+104,367
446
$1,000K 0.04%
121,627
+273
447
$993K 0.04%
10,320
-331
448
$984K 0.04%
5,867
-1,270
449
$964K 0.04%
38,574
+13,020
450
$962K 0.04%
41,035
+16,110
16 17
18
19 20