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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
2901
$8K ﹤0.01%
136
2902
$8K ﹤0.01%
700
2903
$8K ﹤0.01%
287
2904
$8K ﹤0.01%
375
2905
$8K ﹤0.01%
213
2906
$8K ﹤0.01%
241
2907
$8K ﹤0.01%
241
2908
$8K ﹤0.01%
315
2909
$8K ﹤0.01%
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2910
$8K ﹤0.01%
100
2911
$8K ﹤0.01%
706
2912
$8K ﹤0.01%
156
2913
$8K ﹤0.01%
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2914
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126
2915
$8K ﹤0.01%
100
2916
$8K ﹤0.01%
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2917
$8K ﹤0.01%
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2918
$8K ﹤0.01%
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2919
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2920
$8K ﹤0.01%
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2921
$8K ﹤0.01%
107
2922
$8K ﹤0.01%
422
2923
$8K ﹤0.01%
393
2924
$8K ﹤0.01%
394
2925
$8K ﹤0.01%
200