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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
501
$816K 0.03%
4,062
+405
502
$813K 0.03%
+2,090
503
$812K 0.03%
21,447
+3,274
504
$809K 0.03%
16,094
+127
505
$806K 0.03%
3,176
-2,277
506
$804K 0.03%
13,630
-25,389
507
$800K 0.03%
24,876
+4,739
508
$794K 0.03%
39,578
-4,539
509
$792K 0.03%
10,281
-1,042
510
$791K 0.03%
+35,560
511
$786K 0.03%
25,889
+2,389
512
$786K 0.03%
+16,020
513
$778K 0.03%
3,769
+111
514
$774K 0.03%
4,645
+383
515
$773K 0.03%
3,088
+50
516
$771K 0.03%
14,425
+9,368
517
$768K 0.03%
19,844
518
$767K 0.03%
24,142
-4,888
519
$765K 0.03%
9,529
+2,135
520
$763K 0.03%
24,439
+6,612
521
$758K 0.03%
7,144
-2,532
522
$757K 0.03%
1,983
+214
523
$755K 0.03%
12,159
-1,000
524
$753K 0.03%
10,675
-113
525
$752K 0.03%
12,925
+660
19 20
21
22 23