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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
526
$752K 0.03%
31,050
+2,750
527
$749K 0.03%
+2,033
528
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8,346
+1,395
529
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6,069
-382
530
$732K 0.03%
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531
$732K 0.03%
11,086
-1,364
532
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9,102
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533
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-183
534
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535
$719K 0.03%
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536
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4,017
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537
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57,174
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8,350
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539
$710K 0.03%
6,597
-1,276
540
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4,226
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541
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4,991
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543
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22,684
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544
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2,524
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545
$698K 0.03%
6,382
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546
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77,802
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547
$694K 0.03%
13,835
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548
$692K 0.03%
42,925
549
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1
550
$690K 0.03%
13,524
-73,335
20 21
22
23 24