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
76
$6.9M 0.25%
183,751
+21,452
77
$6.81M 0.25%
37,960
+3,449
78
$6.65M 0.24%
39,475
+5,925
79
$6.63M 0.24%
15,680
-444
80
$6.49M 0.24%
38,186
-3,623
81
$6.36M 0.23%
86,575
+7,307
82
$6.24M 0.23%
85,136
+6,720
83
$6.24M 0.23%
179,415
-8,143
84
$6.16M 0.23%
185,307
+11,201
85
$6.06M 0.22%
94,180
+1,995
86
$6.02M 0.22%
59,023
+6,033
87
$5.78M 0.21%
60,324
+6,187
88
$5.75M 0.21%
32,067
+7,863
89
$5.66M 0.21%
112,142
-16,277
90
$5.63M 0.21%
56,585
+11,732
91
$5.62M 0.21%
268,521
+4,130
92
$5.44M 0.2%
53,195
+121
93
$5.43M 0.2%
855,074
+54,182
94
$5.38M 0.2%
23,316
-2,148
95
$5.37M 0.2%
118,454
+8,504
96
$5.32M 0.2%
45,521
-1,103
97
$5.3M 0.19%
46,888
+603
98
$5.27M 0.19%
73,095
+54,284
99
$5.18M 0.19%
137,399
-23,498
100
$5.16M 0.19%
34,015
-5,013
2 3
4
5 6