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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
1126
$1.93K ﹤0.01%
+52
1127
– –
-9,020
1128
– –
-11,303
1129
– –
-10,000
1130
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-4,933
1131
– –
-2,755
1132
– –
-36,777
1133
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-92,313
1134
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-5,495
1135
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1136
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-7,884
1137
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-2,573
1138
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-16,560
1139
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-49,598
1140
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-4,301
1141
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-4,211
1142
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-9,212
1143
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-28,425
1144
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-9,440
1145
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-1,527
1146
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-14,660
1147
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1148
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1149
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1150
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44 45
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