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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
751
$398K 0.01%
16,629
+3,126
752
$398K 0.01%
39,688
+8,935
753
$398K 0.01%
16,236
+3,440
754
$394K 0.01%
+11,312
755
$393K 0.01%
3,199
-601
756
$393K 0.01%
8,317
-28
757
$393K 0.01%
3,170
+529
758
$392K 0.01%
11,332
+1,439
759
$390K 0.01%
16,966
760
$389K 0.01%
16,214
761
$389K 0.01%
6,634
+762
762
$389K 0.01%
10,646
+776
763
$389K 0.01%
+3,363
764
$386K 0.01%
7,934
765
$386K 0.01%
8,172
-251
766
$385K 0.01%
2,395
+205
767
$384K 0.01%
2,229
-5,795
768
$384K 0.01%
738
-1,219
769
$382K 0.01%
19,529
+3,182
770
$379K 0.01%
3,467
-224
771
$379K 0.01%
8,483
-379
772
$378K 0.01%
18,450
-925
773
$377K 0.01%
18,253
+3,040
774
$377K 0.01%
17,843
+2,976
775
$377K 0.01%
+7,500
29 30
31
32 33