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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
551
$688K 0.03%
5,568
-82
552
$688K 0.03%
32,479
+4,332
553
$688K 0.03%
14,856
-3,646
554
$687K 0.03%
99,005
+1,550
555
$684K 0.03%
1,894
-65
556
$681K 0.03%
8,600
-72
557
$677K 0.02%
2,818
-331
558
$674K 0.02%
13,452
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559
$673K 0.02%
19,494
-278
560
$671K 0.02%
50,092
+37,822
561
$665K 0.02%
1,258
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562
$664K 0.02%
20,703
+10,308
563
$659K 0.02%
7,228
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564
$658K 0.02%
1,932
+665
565
$654K 0.02%
5,697
-1,938
566
$654K 0.02%
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12,100
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568
$650K 0.02%
6,947
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$645K 0.02%
13,420
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570
$644K 0.02%
31,457
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571
$643K 0.02%
+22,826
572
$640K 0.02%
5,940
-370
573
$639K 0.02%
203,450
-500
574
$637K 0.02%
18,000
575
$637K 0.02%
2,348
+919
21 22
23
24 25