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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
676
$472K 0.02%
8,979
677
$470K 0.02%
7,696
+753
678
$470K 0.02%
2,987
+1
679
$468K 0.02%
17,230
680
$465K 0.02%
2,251
681
$465K 0.02%
12,460
682
$463K 0.02%
7,251
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683
$462K 0.02%
2,363
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684
$462K 0.02%
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685
$462K 0.02%
16,271
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686
$459K 0.02%
7,928
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687
$458K 0.02%
40,859
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688
$456K 0.02%
2,730
689
$456K 0.02%
4,760
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690
$455K 0.02%
+13,388
691
$455K 0.02%
15,262
-1,464
692
$455K 0.02%
1,660
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$454K 0.02%
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1,357
-18
695
$452K 0.02%
33,029
-2,350
696
$452K 0.02%
1,671
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697
$451K 0.02%
6,572
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698
$448K 0.02%
+9,822
699
$447K 0.02%
+17,111
700
$447K 0.02%
7,542
-1,337
26 27
28
29 30