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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
926
$265K 0.01%
6,041
-300
927
$264K 0.01%
2,537
-242
928
$264K 0.01%
8,549
929
$263K 0.01%
8,623
930
$262K 0.01%
1,433
-177
931
$262K 0.01%
6,435
-9,337
932
$260K 0.01%
5,040
+22
933
$258K 0.01%
+4,225
934
$258K 0.01%
3,804
-110
935
$257K 0.01%
7,133
936
$256K 0.01%
5,006
-2,360
937
$256K 0.01%
5,756
+1
938
$256K 0.01%
+10,754
939
$255K 0.01%
1,719
-154
940
$255K 0.01%
6,783
-873
941
$255K 0.01%
1,827
-2
942
$253K 0.01%
26,340
-98
943
$252K 0.01%
18,258
-316
944
$252K 0.01%
+5,045
945
$252K 0.01%
17,069
+2,100
946
$252K 0.01%
7,175
-1,600
947
$251K 0.01%
8,297
948
$251K 0.01%
+5,400
949
$251K 0.01%
+7,759
950
$251K 0.01%
1,249
-41
36 37
38
39 40