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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
601
$583K 0.02%
1,221
+85
602
$576K 0.02%
623
+123
603
$576K 0.02%
11,640
+979
604
$573K 0.02%
35,150
-3,750
605
$568K 0.02%
914
-13
606
$564K 0.02%
19,635
-381
607
$563K 0.02%
5,661
-4,861
608
$562K 0.02%
1,384
+405
609
$561K 0.02%
7,889
+1,448
610
$561K 0.02%
9,003
-2,993
611
$561K 0.02%
14,740
-3,076
612
$560K 0.02%
19,383
+9,714
613
$557K 0.02%
5,557
+1,278
614
$555K 0.02%
21,435
+16
615
$555K 0.02%
8,561
+909
616
$555K 0.02%
14,871
-1,293
617
$552K 0.02%
42,327
+4,516
618
$552K 0.02%
11,452
-2,314
619
$548K 0.02%
1,980
+202
620
$546K 0.02%
3,230
+15
621
$545K 0.02%
5,810
+32
622
$545K 0.02%
23,700
-15,347
623
$541K 0.02%
+5,964
624
$540K 0.02%
+5,805
625
$539K 0.02%
+10,650
23 24
25
26 27