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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
851
$321K 0.01%
21,336
+406
852
$321K 0.01%
2,287
+221
853
$321K 0.01%
3,267
+300
854
$320K 0.01%
17,190
-3,795
855
$319K 0.01%
5,829
+907
856
$319K 0.01%
12,210
857
$317K 0.01%
26,451
-2,061
858
$316K 0.01%
3,938
-247
859
$316K 0.01%
14,259
-2,247
860
$316K 0.01%
2,421
-1,800
861
$316K 0.01%
8,850
+350
862
$314K 0.01%
2,080
+100
863
$314K 0.01%
11,143
+541
864
$313K 0.01%
4,199
+834
865
$313K 0.01%
3,274
+874
866
$312K 0.01%
26,192
+150
867
$312K 0.01%
7,430
868
$312K 0.01%
10,944
-36
869
$311K 0.01%
+2,168
870
$309K 0.01%
1,072
+103
871
$308K 0.01%
3,593
+473
872
$306K 0.01%
2,953
-406
873
$306K 0.01%
5,105
-10,177
874
$306K 0.01%
1,876
-150
875
$305K 0.01%
2,652
-90
33 34
35
36 37