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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
151
$3.5M 0.13%
269,300
+7,690
152
$3.49M 0.13%
70,620
+62,420
153
$3.49M 0.13%
38,571
-12,680
154
$3.45M 0.13%
35,457
+13,457
155
$3.44M 0.13%
252,305
+51,499
156
$3.37M 0.12%
11,078
+4,017
157
$3.37M 0.12%
118,658
-41,730
158
$3.36M 0.12%
44,701
+6,968
159
$3.35M 0.12%
256,535
+9,765
160
$3.34M 0.12%
175,640
+93,265
161
$3.33M 0.12%
5,700
+84
162
$3.33M 0.12%
12,270
+459
163
$3.32M 0.12%
35,400
-2,520
164
$3.31M 0.12%
64,687
+13,001
165
$3.31M 0.12%
16,787
+9,919
166
$3.3M 0.12%
32,769
+3,694
167
$3.3M 0.12%
464,496
+120,884
168
$3.3M 0.12%
144,377
+600
169
$3.23M 0.12%
27,459
+5,731
170
$3.22M 0.12%
18,836
+527
171
$3.19M 0.12%
20,969
+1,373
172
$3.17M 0.12%
28,941
+3,462
173
$3.17M 0.12%
303,230
+20,391
174
$3.13M 0.12%
62,789
+1,416
175
$3.09M 0.11%
17,849
+760
5 6
7
8 9