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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
576
$637K 0.02%
+3,965
577
$637K 0.02%
45,660
+2,945
578
$634K 0.02%
28,684
+783
579
$631K 0.02%
5,054
+756
580
$631K 0.02%
7,795
-659
581
$628K 0.02%
+12,345
582
$626K 0.02%
13,439
+381
583
$624K 0.02%
59,396
+2,539
584
$618K 0.02%
2,528
+710
585
$616K 0.02%
6,419
-609
586
$614K 0.02%
15,754
+265
587
$608K 0.02%
3,660
+1,419
588
$605K 0.02%
2,600
-2,005
589
$605K 0.02%
4,236
590
$603K 0.02%
+51,710
591
$600K 0.02%
14,278
+3,234
592
$600K 0.02%
6,905
+100
593
$595K 0.02%
+30,905
594
$592K 0.02%
67,844
-10,218
595
$590K 0.02%
26,506
-2,674
596
$588K 0.02%
4,206
+1,281
597
$587K 0.02%
11,566
-2,889
598
$587K 0.02%
62,830
+2,420
599
$586K 0.02%
10,902
+500
600
$586K 0.02%
19,490
+1,390
22 23
24
25 26