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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
726
$418K 0.02%
6,769
+268
727
$417K 0.02%
32,724
+13,194
728
$416K 0.02%
4,218
-187
729
$415K 0.02%
16,520
-7,953
730
$415K 0.02%
+2,853
731
$415K 0.02%
4,091
-1,058
732
$413K 0.02%
12,986
733
$412K 0.02%
+1,573
734
$412K 0.02%
+8,312
735
$411K 0.02%
955
-67
736
$409K 0.02%
+19,158
737
$409K 0.02%
8,319
+2
738
$409K 0.02%
22,106
+1,261
739
$409K 0.02%
9,106
+310
740
$408K 0.02%
13,005
+1,940
741
$408K 0.02%
4,051
+849
742
$407K 0.02%
6,423
+7
743
$404K 0.01%
5,645
+49
744
$404K 0.01%
9,738
-10,152
745
$403K 0.01%
6,018
-221
746
$402K 0.01%
21,736
+350
747
$401K 0.01%
10,222
+394
748
$400K 0.01%
775
+231
749
$400K 0.01%
65,256
+1,325
750
$399K 0.01%
+8,562
28 29
30
31 32