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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
476
$891K 0.03%
21,999
-889
477
$885K 0.03%
281
+19
478
$885K 0.03%
1,093
-1,095
479
$883K 0.03%
10,876
+5,851
480
$881K 0.03%
6,752
+1,061
481
$879K 0.03%
55,535
-8,552
482
$876K 0.03%
7,826
+1,340
483
$869K 0.03%
6,888
-1,593
484
$865K 0.03%
17,368
-30,516
485
$859K 0.03%
36,674
+19,959
486
$858K 0.03%
26,598
-9,634
487
$857K 0.03%
10,617
+5,581
488
$855K 0.03%
24,936
+2,520
489
$849K 0.03%
808
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490
$840K 0.03%
7,282
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491
$838K 0.03%
13,393
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492
$836K 0.03%
12,683
-196
493
$836K 0.03%
42,586
+2,005
494
$836K 0.03%
3,955
+1,085
495
$833K 0.03%
38,119
-5,270
496
$830K 0.03%
20,412
-3,553
497
$827K 0.03%
4,357
-510
498
$824K 0.03%
22,810
+12,685
499
$820K 0.03%
7,333
+821
500
$817K 0.03%
+7,757
18 19
20
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