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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
951
$251K 0.01%
5,338
-1,628
952
$250K 0.01%
1,076
-180
953
$250K 0.01%
8,200
954
$247K 0.01%
8,297
-2,958
955
$244K 0.01%
11,149
-2,257
956
$244K 0.01%
1,621
+24
957
$243K 0.01%
43,078
-142,410
958
$243K 0.01%
23,884
+940
959
$242K 0.01%
+9,485
960
$242K 0.01%
17,020
-1,965
961
$241K 0.01%
2,500
962
$241K 0.01%
8,918
963
$240K 0.01%
8,000
964
$240K 0.01%
8,600
-1,968
965
$239K 0.01%
6,137
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966
$239K 0.01%
12,773
967
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968
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1,156
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969
$238K 0.01%
4,874
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970
$237K 0.01%
1,770
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971
$237K 0.01%
+4,264
972
$237K 0.01%
3,084
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973
$236K 0.01%
27,300
-925
974
$235K 0.01%
1,804
-204
975
$235K 0.01%
2,099
-298
37 38
39
40 41