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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
901
$284K 0.01%
11,866
-1,275
902
$284K 0.01%
10,924
-129
903
$281K 0.01%
6,088
+102
904
$280K 0.01%
32,313
-18,767
905
$280K 0.01%
1,467
+216
906
$279K 0.01%
2,914
+252
907
$279K 0.01%
18,368
908
$278K 0.01%
+1,432
909
$278K 0.01%
+5,178
910
$276K 0.01%
1,142
-3
911
$276K 0.01%
11,649
-700
912
$275K 0.01%
1,530
-6
913
$275K 0.01%
6,961
+158
914
$274K 0.01%
1,722
+124
915
$273K 0.01%
5,343
+660
916
$273K 0.01%
+3,745
917
$272K 0.01%
5,700
918
$271K 0.01%
11,322
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919
$271K 0.01%
7,669
-4,822
920
$270K 0.01%
4,021
+39
921
$270K 0.01%
5,537
-1,921
922
$269K 0.01%
3,677
+347
923
$269K 0.01%
38,050
-21,350
924
$268K 0.01%
7,566
-759
925
$265K 0.01%
3,140
-173
35 36
37
38 39