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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
101
$5.1M 0.19%
161,361
+2,425
102
$5.08M 0.19%
61,234
+4,934
103
$5M 0.18%
18,702
+243
104
$4.96M 0.18%
10,106
+2,482
105
$4.95M 0.18%
54,245
-11,962
106
$4.95M 0.18%
577,216
-17,353
107
$4.91M 0.18%
17,489
-23,315
108
$4.83M 0.18%
53,157
+1,346
109
$4.79M 0.18%
165,643
-12,630
110
$4.74M 0.17%
34,691
-2,691
111
$4.7M 0.17%
17,172
-371
112
$4.65M 0.17%
98,634
-13,399
113
$4.62M 0.17%
61,494
+1,784
114
$4.57M 0.17%
110,033
-37,274
115
$4.53M 0.17%
100,498
-1,768
116
$4.5M 0.17%
137,814
-11,270
117
$4.46M 0.16%
77,730
+4,371
118
$4.33M 0.16%
261,156
-5,647
119
$4.21M 0.16%
103,838
+1,781
120
$4.21M 0.15%
226,265
+57,955
121
$4.17M 0.15%
117,710
+48,115
122
$4.16M 0.15%
72,294
+7,646
123
$4.15M 0.15%
142,529
+37,263
124
$4.1M 0.15%
75,325
+1,598
125
$4.1M 0.15%
42,048
+11,141
3 4
5
6 7