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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
2776
$10K ﹤0.01%
710
2777
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144
2778
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200
2779
$10K ﹤0.01%
500
2780
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260
2781
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333
2782
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2783
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2784
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25
2785
$10K ﹤0.01%
388
2786
$10K ﹤0.01%
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2787
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2788
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78
2789
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2790
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157
2791
$10K ﹤0.01%
1,000
2792
$10K ﹤0.01%
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2793
$10K ﹤0.01%
4,500
2794
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505
2795
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32
2796
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380
2797
$10K ﹤0.01%
200
2798
$10K ﹤0.01%
68
2799
$10K ﹤0.01%
357
2800
$10K ﹤0.01%
400
110 111
112
113 114