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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
451
$960K 0.04%
+40,789
452
$959K 0.04%
29,936
+4,787
453
$958K 0.04%
2,059
+462
454
$950K 0.03%
12,895
+940
455
$948K 0.03%
+22,908
456
$948K 0.03%
+27,210
457
$942K 0.03%
2,665
+401
458
$942K 0.03%
2,910
+1,004
459
$939K 0.03%
20,805
460
$938K 0.03%
17,173
-11,705
461
$935K 0.03%
20,481
-1,013
462
$934K 0.03%
70,097
+20,967
463
$934K 0.03%
3,593
+265
464
$932K 0.03%
7,133
+267
465
$930K 0.03%
17,978
+2,571
466
$927K 0.03%
18,377
+6,838
467
$924K 0.03%
33,939
+22,450
468
$922K 0.03%
19,400
+1,785
469
$913K 0.03%
22,102
+40
470
$910K 0.03%
20,145
+10,122
471
$902K 0.03%
10,021
-613
472
$900K 0.03%
1,541
+801
473
$896K 0.03%
29,594
+17,297
474
$891K 0.03%
7,516
+2,685
475
$891K 0.03%
11,490
-3,540
17 18
19
20 21