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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
176
$3.08M 0.11%
99,980
+48,101
177
$3.08M 0.11%
7,380
-1,084
178
$3.08M 0.11%
42,930
+10,686
179
$3.08M 0.11%
31,981
-2,272
180
$3.06M 0.11%
17,085
-2,320
181
$3.05M 0.11%
46,973
-2,242
182
$3.05M 0.11%
23,139
-542
183
$3.01M 0.11%
66,131
+1,251
184
$3M 0.11%
80,712
+45,567
185
$3M 0.11%
81,223
-173
186
$2.99M 0.11%
130,955
+58,820
187
$2.99M 0.11%
29,842
-2,688
188
$2.97M 0.11%
27,285
+4,723
189
$2.93M 0.11%
25,777
-4,057
190
$2.92M 0.11%
93,827
+49,086
191
$2.88M 0.11%
37,170
-11,060
192
$2.87M 0.11%
45,811
+1,137
193
$2.87M 0.11%
109,989
-4,182
194
$2.87M 0.11%
20,061
-2,115
195
$2.86M 0.11%
23,598
+11,730
196
$2.86M 0.11%
55,888
+28,675
197
$2.86M 0.11%
28,792
+1,929
198
$2.85M 0.1%
509,414
+10,152
199
$2.84M 0.1%
151,745
+67,680
200
$2.83M 0.1%
53,580
+6,859
6 7
8
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