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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
1001
$224K 0.01%
7,050
1002
$224K 0.01%
39,347
-30,597
1003
$223K 0.01%
+2,804
1004
$223K 0.01%
14,168
1005
$223K 0.01%
7,242
-161
1006
$223K 0.01%
+1,000
1007
$223K 0.01%
16,987
-1,894
1008
$222K 0.01%
3,856
-7,937
1009
$222K 0.01%
+6,300
1010
$222K 0.01%
+2,058
1011
$222K 0.01%
2,343
+131
1012
$222K 0.01%
+4,144
1013
$222K 0.01%
1,657
-15,822
1014
$221K 0.01%
+4,932
1015
$221K 0.01%
+1,616
1016
$221K 0.01%
+2,633
1017
$221K 0.01%
5,266
-1,118
1018
$220K 0.01%
+8,530
1019
$220K 0.01%
+8,541
1020
$220K 0.01%
+4,218
1021
$220K 0.01%
1,991
-377
1022
$220K 0.01%
1,135
+15
1023
$220K 0.01%
3,010
1024
$220K 0.01%
3,799
-1,262
1025
$219K 0.01%
+3,834
39 40
41
42 43