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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
1101
$111K ﹤0.01%
45,145
-3,800
1102
$105K ﹤0.01%
15,791
-7,265
1103
$105K ﹤0.01%
11,171
1104
$102K ﹤0.01%
13,265
1105
$101K ﹤0.01%
11,400
1106
$99.1K ﹤0.01%
17,662
+5,674
1107
$96.7K ﹤0.01%
12,688
+420
1108
$93.8K ﹤0.01%
17,900
1109
$83K ﹤0.01%
14,194
-105,577
1110
$81.8K ﹤0.01%
10,900
1111
$72.5K ﹤0.01%
12,604
-97
1112
$57.5K ﹤0.01%
12,000
1113
$52.2K ﹤0.01%
10,370
+100
1114
$50.2K ﹤0.01%
10,300
1115
$50K ﹤0.01%
11,431
-100
1116
$32.7K ﹤0.01%
1,859
-18
1117
$31.7K ﹤0.01%
1,157
-100
1118
$29.1K ﹤0.01%
23,250
1119
$27.2K ﹤0.01%
10,000
1120
$18.2K ﹤0.01%
11,400
1121
$12.2K ﹤0.01%
1,170
1122
$11.1K ﹤0.01%
10,353
1123
$10.6K ﹤0.01%
10,000
1124
$6.77K ﹤0.01%
540
-415
1125
$4.16K ﹤0.01%
10,600
43 44
45
46 47