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
876
$304K 0.01%
1,021
-227
877
$303K 0.01%
26,000
878
$302K 0.01%
8,583
+87
879
$302K 0.01%
22,567
-407
880
$301K 0.01%
19,197
-7,721
881
$301K 0.01%
7,468
+481
882
$301K 0.01%
+2,257
883
$301K 0.01%
5,961
+650
884
$300K 0.01%
1,840
+28
885
$299K 0.01%
7,380
+110
886
$298K 0.01%
16,622
-1,262
887
$298K 0.01%
39,439
+1,062
888
$296K 0.01%
6,800
-1,484
889
$296K 0.01%
8,695
+151
890
$296K 0.01%
14,226
+164
891
$295K 0.01%
9,436
+218
892
$292K 0.01%
8,608
+177
893
$291K 0.01%
8,113
-2,650
894
$291K 0.01%
3,764
+112
895
$289K 0.01%
34,893
-1,565
896
$289K 0.01%
3,882
+900
897
$289K 0.01%
9,368
+264
898
$286K 0.01%
+4,922
899
$286K 0.01%
14,600
+900
900
$285K 0.01%
10,308
+1,308
34 35
36
37 38