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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
26
$14.4M 0.53%
86,564
-10,342
27
$13.9M 0.51%
30,120
+1,846
28
$13.7M 0.5%
56,229
+5,701
29
$13.5M 0.5%
54,936
+5,029
30
$13.3M 0.49%
135,829
+73,907
31
$12.6M 0.46%
422,286
+108,146
32
$12M 0.44%
22,671
+2,126
33
$11.8M 0.44%
122,029
-2,028
34
$11.7M 0.43%
321,520
+20,199
35
$11.5M 0.42%
408,198
+21,273
36
$11.2M 0.41%
188,247
+1,717
37
$10.8M 0.4%
297,016
+82,020
38
$10.7M 0.39%
71,541
+16,201
39
$10.4M 0.38%
578,355
-47,655
40
$10.4M 0.38%
161,832
+4,476
41
$10.3M 0.38%
42,431
+1,303
42
$10.1M 0.37%
125,636
+11,028
43
$10M 0.37%
491,733
+17,798
44
$10M 0.37%
58,632
+11,196
45
$9.81M 0.36%
59,772
+1,276
46
$9.55M 0.35%
43,231
+21,481
47
$9.55M 0.35%
62,355
+1,259
48
$9.55M 0.35%
+365,786
49
$9.41M 0.35%
74,902
+4,247
50
$9.16M 0.34%
43,441
+4,536
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