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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
2576
$15K ﹤0.01%
665
2577
$15K ﹤0.01%
250
2578
$15K ﹤0.01%
4,050
2579
$15K ﹤0.01%
313
2580
$15K ﹤0.01%
969
2581
$15K ﹤0.01%
354
2582
$14K ﹤0.01%
536
2583
$14K ﹤0.01%
664
2584
$14K ﹤0.01%
161
2585
$14K ﹤0.01%
1,082
2586
$14K ﹤0.01%
435
2587
$14K ﹤0.01%
628
2588
$14K ﹤0.01%
150
2589
$14K ﹤0.01%
1,076
2590
$14K ﹤0.01%
7,500
2591
$14K ﹤0.01%
252
2592
$14K ﹤0.01%
546
2593
$14K ﹤0.01%
397
2594
$14K ﹤0.01%
1,600
2595
$14K ﹤0.01%
563
2596
$14K ﹤0.01%
1,000
2597
$14K ﹤0.01%
220
2598
$14K ﹤0.01%
305
2599
$14K ﹤0.01%
1,100
2600
$14K ﹤0.01%
674