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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,913
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$914K
3 +$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$444K
5
FMI
Foundation Medicine, Inc.
FMI
+$266K

Top Sells

1 +$198K
2 +$162K
3 +$116K
4
HEI icon
HEICO Corp
HEI
+$72.7K
5
FISV
Fiserv Inc
FISV
+$19.8K

Sector Composition

1 Technology 6.27%
2 Financials 5.46%
3 Healthcare 5.13%
4 Consumer Discretionary 4.05%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$16K ﹤0.01%
210
2527
$16K ﹤0.01%
174
2528
$16K ﹤0.01%
320
2529
$16K ﹤0.01%
475
2530
$16K ﹤0.01%
125
2531
$16K ﹤0.01%
380
2532
$16K ﹤0.01%
332
2533
$16K ﹤0.01%
620
2534
$16K ﹤0.01%
396
2535
$16K ﹤0.01%
36
2536
$16K ﹤0.01%
2,584
2537
$16K ﹤0.01%
17
2538
$16K ﹤0.01%
215
2539
$16K ﹤0.01%
1,213
2540
$16K ﹤0.01%
1,185
2541
$16K ﹤0.01%
606
2542
$16K ﹤0.01%
406
2543
$16K ﹤0.01%
600
2544
$16K ﹤0.01%
787
2545
$16K ﹤0.01%
439
2546
$16K ﹤0.01%
2,000
2547
$15K ﹤0.01%
133
2548
$15K ﹤0.01%
636
2549
$15K ﹤0.01%
797
2550
$15K ﹤0.01%
131