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
1176
– –
-2,000
1177
– –
-17,874
1178
– –
-10,165
1179
– –
-11,442
1180
– –
-2,449
1181
– –
-413
1182
– –
-12,674
1183
– –
-5,859
1184
– –
-4,370
1185
– –
-4,077
1186
– –
-4,160
1187
– –
-2,627
1188
– –
-4,228
1189
– –
-522
1190
– –
-4,539
1191
– –
-7,404
1192
– –
-16,176
1193
– –
-12,814
1194
– –
-2,218
1195
– –
-12,000
1196
– –
-3,537
1197
– –
-2,215
1198
– –
-700
1199
– –
-20,241
1200
– –
-2,068
45 46 47
48
49