We are live on ! Find out more
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
776
$376K 0.01%
3,955
-142
777
$376K 0.01%
13,222
778
$372K 0.01%
4,775
-177
779
$372K 0.01%
2,984
+242
780
$371K 0.01%
12,170
+4,170
781
$370K 0.01%
952
-997
782
$368K 0.01%
7,582
+335
783
$368K 0.01%
6,996
+1,720
784
$367K 0.01%
9,358
785
$367K 0.01%
8,625
786
$367K 0.01%
4,008
-2,778
787
$365K 0.01%
13,720
+800
788
$365K 0.01%
+15,846
789
$365K 0.01%
2,493
-112
790
$364K 0.01%
8,962
-3,203
791
$364K 0.01%
2,251
+117
792
$363K 0.01%
+15,664
793
$363K 0.01%
5,658
-304
794
$363K 0.01%
5,754
-243
795
$361K 0.01%
13,947
-269
796
$361K 0.01%
15,423
797
$361K 0.01%
44,743
+349
798
$360K 0.01%
+7,142
799
$360K 0.01%
+2,350
800
$359K 0.01%
12,117
-19,367
30 31
32
33 34