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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
976
$234K 0.01%
+2,839
977
$233K 0.01%
+7,901
978
$233K 0.01%
+11,314
979
$233K 0.01%
1,583
-158
980
$233K 0.01%
1,212
-1,474
981
$232K 0.01%
3,355
-87
982
$232K 0.01%
6,908
983
$231K 0.01%
8,150
984
$231K 0.01%
9,840
+104
985
$229K 0.01%
11,075
-3,250
986
$229K 0.01%
+7,408
987
$229K 0.01%
3,690
+53
988
$229K 0.01%
+6,225
989
$229K 0.01%
+6,893
990
$228K 0.01%
5,830
991
$227K 0.01%
4,522
-225
992
$227K 0.01%
+3,558
993
$227K 0.01%
910
-950
994
$227K 0.01%
3,057
-2,843
995
$226K 0.01%
+503
996
$226K 0.01%
5,253
997
$226K 0.01%
+6,143
998
$226K 0.01%
+3,082
999
$226K 0.01%
+2,567
1000
$226K 0.01%
5,404
38 39
40
41 42