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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
801
$357K 0.01%
3,685
-600
802
$357K 0.01%
+8,914
803
$357K 0.01%
14,807
-72
804
$356K 0.01%
3,254
-1,000
805
$356K 0.01%
3,225
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806
$355K 0.01%
173
-430
807
$354K 0.01%
2,556
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808
$353K 0.01%
11,903
-1,932
809
$351K 0.01%
224
-1
810
$351K 0.01%
11,542
-1,375
811
$351K 0.01%
5,583
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812
$350K 0.01%
20,615
813
$350K 0.01%
6,919
814
$347K 0.01%
+6,116
815
$347K 0.01%
28,011
+256
816
$347K 0.01%
3,457
817
$345K 0.01%
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818
$342K 0.01%
6,768
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819
$341K 0.01%
6,620
-4,387
820
$341K 0.01%
7,381
+1,685
821
$341K 0.01%
10,239
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$340K 0.01%
9,268
+1,159
823
$340K 0.01%
1,840
+225
824
$339K 0.01%
19,539
+1,940
825
$339K 0.01%
8,292
+136
31 32
33
34 35