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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
51
$9.01M 0.33%
22,229
+1,101
52
$8.94M 0.33%
179,861
-40,486
53
$8.5M 0.31%
189,307
-5,600
54
$8.46M 0.31%
44,202
-1,231
55
$8.42M 0.31%
71,802
-3,854
56
$8.4M 0.31%
42,529
+3,003
57
$8.4M 0.31%
49,387
+6,305
58
$8.38M 0.31%
505,837
+38,233
59
$8.28M 0.3%
30,112
-3,737
60
$8.19M 0.3%
41,353
+1,259
61
$8.17M 0.3%
278,918
+5,571
62
$8.06M 0.3%
161,057
-31,953
63
$7.94M 0.29%
71,733
+12,096
64
$7.59M 0.28%
149,192
+6,792
65
$7.58M 0.28%
149,327
+8,506
66
$7.48M 0.28%
58,344
-3,125
67
$7.45M 0.27%
286,076
-25,516
68
$7.41M 0.27%
155,937
-70,968
69
$7.4M 0.27%
105,680
+1,617
70
$7.33M 0.27%
181,430
+37,562
71
$7.32M 0.27%
123,652
+3,468
72
$7.12M 0.26%
46,243
-1,762
73
$7.1M 0.26%
12,146
-598
74
$7.06M 0.26%
76,895
-21,480
75
$6.91M 0.25%
97,470
+23,520
1 2
3
4 5