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
1026
$218K 0.01%
+246
1027
$218K 0.01%
9,541
+1,047
1028
$218K 0.01%
1,999
-903
1029
$218K 0.01%
4,443
-2,120
1030
$217K 0.01%
+1,619
1031
$217K 0.01%
5,787
-1,384
1032
$217K 0.01%
+5,008
1033
$217K 0.01%
+2,876
1034
$216K 0.01%
+8,076
1035
$216K 0.01%
+1,006
1036
$216K 0.01%
1,354
+10
1037
$216K 0.01%
15,579
-14,343
1038
$215K 0.01%
18,181
+1,050
1039
$215K 0.01%
+4,424
1040
$214K 0.01%
+4,197
1041
$214K 0.01%
3,716
-444
1042
$214K 0.01%
1,426
-376
1043
$213K 0.01%
+355
1044
$213K 0.01%
+1,325
1045
$213K 0.01%
+5,140
1046
$213K 0.01%
18,200
+1,721
1047
$212K 0.01%
985
-1,000
1048
$212K 0.01%
+712
1049
$212K 0.01%
+4,042
1050
$212K 0.01%
+1,055
40 41
42
43 44