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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
701
$445K 0.02%
30,805
+3,821
702
$444K 0.02%
12,650
703
$444K 0.02%
12,507
+800
704
$442K 0.02%
14,561
-2,421
705
$442K 0.02%
10,163
-211
706
$440K 0.02%
19,096
+1,350
707
$438K 0.02%
+16,031
708
$438K 0.02%
4,271
-36
709
$437K 0.02%
14,495
+4,579
710
$435K 0.02%
9,850
-3,422
711
$432K 0.02%
+2,381
712
$431K 0.02%
+4,499
713
$429K 0.02%
7,462
-6,727
714
$429K 0.02%
4,389
+312
715
$427K 0.02%
13,164
-183
716
$426K 0.02%
865
+3
717
$426K 0.02%
22,005
+11,055
718
$425K 0.02%
10,210
+600
719
$424K 0.02%
1,453
-196
720
$423K 0.02%
6,955
+3,300
721
$423K 0.02%
8,137
722
$423K 0.02%
3,024
+547
723
$421K 0.02%
14,560
-605
724
$421K 0.02%
20,573
+6,930
725
$420K 0.02%
19,038
+9,356
27 28
29
30 31