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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
1051
$211K 0.01%
+6,100
1052
$211K 0.01%
+3,301
1053
$211K 0.01%
+1,172
1054
$210K 0.01%
4,613
-7
1055
$210K 0.01%
10,509
1056
$210K 0.01%
+1,090
1057
$210K 0.01%
+1,271
1058
$209K 0.01%
+4,343
1059
$207K 0.01%
+3,186
1060
$206K 0.01%
4,395
-207
1061
$206K 0.01%
+9,726
1062
$206K 0.01%
+5,838
1063
$205K 0.01%
5,993
-179
1064
$205K 0.01%
+5,017
1065
$205K 0.01%
+1,954
1066
$204K 0.01%
6,943
-3,676
1067
$204K 0.01%
8,698
-4,993
1068
$203K 0.01%
2,659
-6,219
1069
$203K 0.01%
+4,875
1070
$202K 0.01%
+3,500
1071
$202K 0.01%
633
-519
1072
$201K 0.01%
+1,695
1073
$201K 0.01%
+2,269
1074
$201K 0.01%
+1,674
1075
$200K 0.01%
+7,020
41 42
43
44 45