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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
626
$535K 0.02%
2,218
-376
627
$534K 0.02%
58,262
+19,107
628
$533K 0.02%
+1,837
629
$532K 0.02%
13,811
+6,326
630
$531K 0.02%
2,415
-157
631
$531K 0.02%
7,128
+1,095
632
$531K 0.02%
2,305
-550
633
$531K 0.02%
6,313
634
$529K 0.02%
2,051
-3
635
$528K 0.02%
6,911
+1,499
636
$526K 0.02%
+2,298
637
$522K 0.02%
+20,595
638
$521K 0.02%
5,052
639
$520K 0.02%
2,325
-313
640
$519K 0.02%
5,217
-2,196
641
$517K 0.02%
72,004
+9,304
642
$516K 0.02%
2,076
-2,720
643
$514K 0.02%
13,463
-586
644
$511K 0.02%
7,246
-291
645
$510K 0.02%
18,936
+8,958
646
$508K 0.02%
5,629
+480
647
$507K 0.02%
+14,555
648
$504K 0.02%
9,959
+4,867
649
$502K 0.02%
6,310
-295
650
$501K 0.02%
14,280
+360
24 25
26
27 28