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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
2751
$11K ﹤0.01%
144
2752
$11K ﹤0.01%
553
2753
$11K ﹤0.01%
1,278
2754
$11K ﹤0.01%
280
2755
$11K ﹤0.01%
337
2756
$11K ﹤0.01%
3
2757
$11K ﹤0.01%
17
2758
0
2759
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120
2760
$11K ﹤0.01%
2,896
2761
$11K ﹤0.01%
500
2762
$11K ﹤0.01%
570
2763
$11K ﹤0.01%
350
2764
$11K ﹤0.01%
157
2765
$11K ﹤0.01%
605
2766
$11K ﹤0.01%
4,483
2767
$11K ﹤0.01%
337
2768
$11K ﹤0.01%
150
2769
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154
2770
$10K ﹤0.01%
297
2771
$10K ﹤0.01%
114
2772
$10K ﹤0.01%
700
2773
$10K ﹤0.01%
316
2774
$10K ﹤0.01%
350
2775
$10K ﹤0.01%
213