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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
1
$218M 8%
1,791,864
-88,834
2
$106M 3.9%
455,317
-4,059
3
$65.8M 2.42%
381,292
+76,282
4
$64.2M 2.36%
149,158
-3,623
5
$60.5M 2.23%
123,999
-4,441
6
$59.2M 2.18%
317,772
+5,684
7
$49.9M 1.83%
86,985
+4,529
8
$37.9M 1.4%
65,790
+5,786
9
$35.5M 1.31%
125,516
+1,404
10
$28M 1.03%
31,529
+5,730
11
$25.8M 0.95%
446,931
+19,868
12
$24.1M 0.89%
406,679
+15,542
13
$23.7M 0.87%
1,201,562
+190,843
14
$22.4M 0.82%
1,104,284
+405,079
15
$21.7M 0.8%
82,967
-26,512
16
$21.5M 0.79%
24,260
-7,365
17
$20.3M 0.75%
180,240
+22,578
18
$19.7M 0.73%
118,108
-9,040
19
$19M 0.7%
409,344
+101,439
20
$18.5M 0.68%
346,985
+23,291
21
$18.4M 0.68%
32,218
+1,850
22
$17.3M 0.64%
315,524
+27,021
23
$17.1M 0.63%
253,927
+36,954
24
$16.5M 0.61%
265,530
+7,245
25
$16.2M 0.59%
368,386
-21,942
1
2 3 4 5