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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
826
$338K 0.01%
10,151
-4,654
827
$338K 0.01%
6,072
+58
828
$338K 0.01%
17,117
+3,164
829
$336K 0.01%
12,507
830
$336K 0.01%
2,833
+76
831
$335K 0.01%
12,042
+571
832
$332K 0.01%
13,135
+1,500
833
$332K 0.01%
957
+119
834
$331K 0.01%
+3,510
835
$330K 0.01%
5,791
+1,420
836
$330K 0.01%
16,031
+3,056
837
$328K 0.01%
13,293
+381
838
$328K 0.01%
8,611
839
$326K 0.01%
1,721
-323
840
$326K 0.01%
+4,923
841
$324K 0.01%
+1,149
842
$324K 0.01%
4,500
843
$324K 0.01%
5,891
-202
844
$324K 0.01%
8,588
+278
845
$324K 0.01%
2,320
-30
846
$323K 0.01%
18,500
847
$323K 0.01%
2,224
+430
848
$322K 0.01%
9,768
849
$322K 0.01%
1,870
850
$321K 0.01%
3,004
-150
32 33
34
35 36