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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
1076
$200K 0.01%
1,741
-2,020
1077
$200K 0.01%
+2,488
1078
$199K 0.01%
27,811
-3,000
1079
$197K 0.01%
24,419
1080
$192K 0.01%
+17,909
1081
$188K 0.01%
13,635
+1,735
1082
$187K 0.01%
+15,780
1083
$183K 0.01%
25,800
-23,928
1084
$181K 0.01%
23,000
+3,775
1085
$181K 0.01%
19,022
+3,968
1086
$180K 0.01%
23,400
+1,250
1087
$178K 0.01%
12,343
-9,026
1088
$172K 0.01%
15,674
1089
$167K 0.01%
13,825
-2,822
1090
$165K 0.01%
15,769
1091
$164K 0.01%
+20,050
1092
$154K 0.01%
18,200
-40,800
1093
$145K 0.01%
10,316
+5
1094
$138K 0.01%
10,510
1095
$137K 0.01%
3,043
+369
1096
$135K 0.01%
27,000
+3,000
1097
$129K ﹤0.01%
+19,506
1098
$116K ﹤0.01%
23,466
+9,629
1099
$116K ﹤0.01%
20,800
-1,500
1100
$113K ﹤0.01%
20,612
-4,371
42 43
44
45 46