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
201
$2.82M 0.1%
+115,776
202
$2.82M 0.1%
29,436
+2,844
203
$2.82M 0.1%
53,634
+45,262
204
$2.82M 0.1%
248,134
-7,170
205
$2.81M 0.1%
5,695
-2,391
206
$2.78M 0.1%
115,658
+49,597
207
$2.78M 0.1%
33,484
-791
208
$2.78M 0.1%
8,624
+865
209
$2.73M 0.1%
5,269
-441
210
$2.72M 0.1%
191,882
+34,291
211
$2.72M 0.1%
8,995
+1,201
212
$2.68M 0.1%
15,883
+8,333
213
$2.67M 0.1%
39,159
+867
214
$2.67M 0.1%
33,639
-795
215
$2.66M 0.1%
12,805
-1,197
216
$2.65M 0.1%
10,388
+4,780
217
$2.64M 0.1%
13,167
-1,425
218
$2.62M 0.1%
43,804
+7,636
219
$2.62M 0.1%
62,723
+12,295
220
$2.6M 0.1%
53,659
+4,000
221
$2.59M 0.1%
+118,506
222
$2.58M 0.1%
22,667
+481
223
$2.56M 0.09%
48,100
-2,490
224
$2.53M 0.09%
301,036
+4,470
225
$2.46M 0.09%
23,633
-583
7 8
9
10 11