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
126
$4.1M 0.15%
142,619
-6,410
127
$4.08M 0.15%
99,513
+8,333
128
$4.03M 0.15%
197,923
+68,432
129
$4.01M 0.15%
10,250
+494
130
$3.98M 0.15%
74,098
+21,764
131
$3.97M 0.15%
255,455
+33,996
132
$3.94M 0.14%
105,817
+23,735
133
$3.92M 0.14%
329,458
+15,329
134
$3.89M 0.14%
111,675
+8,116
135
$3.86M 0.14%
26,217
-4,330
136
$3.82M 0.14%
20,262
-948
137
$3.8M 0.14%
21,875
-11,857
138
$3.76M 0.14%
94,647
-7,300
139
$3.75M 0.14%
21,493
-453
140
$3.73M 0.14%
16,882
+372
141
$3.72M 0.14%
82,257
+49,756
142
$3.71M 0.14%
44,624
+2,855
143
$3.7M 0.14%
44,285
-6,815
144
$3.69M 0.14%
9,006
+5,644
145
$3.68M 0.14%
167,324
-21,759
146
$3.67M 0.14%
51,679
-1,505
147
$3.62M 0.13%
26,726
-1,832
148
$3.56M 0.13%
20,918
+4,501
149
$3.52M 0.13%
21,710
-1,463
150
$3.5M 0.13%
14,768
+358
4 5
6
7 8