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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
651
$501K 0.02%
40,659
+2,734
652
$501K 0.02%
25,172
+13,908
653
$499K 0.02%
+2,575
654
$498K 0.02%
+4,031
655
$494K 0.02%
4,350
-2,588
656
$494K 0.02%
18,180
657
$493K 0.02%
9,782
-98
658
$492K 0.02%
10,225
+309
659
$492K 0.02%
7,923
-1,587
660
$492K 0.02%
53,503
-1,716
661
$491K 0.02%
1,977
-941
662
$491K 0.02%
4,729
+1,931
663
$489K 0.02%
5,120
-269
664
$485K 0.02%
50,640
+3,600
665
$485K 0.02%
2,630
666
$485K 0.02%
2,038
+9
667
$482K 0.02%
4,404
+773
668
$480K 0.02%
5,731
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669
$480K 0.02%
2,693
-500
670
$478K 0.02%
35,200
+500
671
$477K 0.02%
3,570
-43
672
$477K 0.02%
3,543
-3,849
673
$475K 0.02%
1,641
-345
674
$474K 0.02%
2,240
-172
675
$473K 0.02%
34,885
+4,365
25 26
27
28 29