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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
2926
$8K ﹤0.01%
100
2927
$8K ﹤0.01%
435
2928
$8K ﹤0.01%
920
2929
$8K ﹤0.01%
250
2930
$8K ﹤0.01%
86
2931
$8K ﹤0.01%
141
2932
$8K ﹤0.01%
574
2933
$8K ﹤0.01%
150
2934
$8K ﹤0.01%
175
2935
$8K ﹤0.01%
569
2936
$8K ﹤0.01%
113
2937
$8K ﹤0.01%
44
2938
$8K ﹤0.01%
154
2939
$8K ﹤0.01%
680
2940
$8K ﹤0.01%
189
2941
$8K ﹤0.01%
42
2942
$8K ﹤0.01%
1
2943
$8K ﹤0.01%
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2944
$8K ﹤0.01%
45
2945
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323
2946
$8K ﹤0.01%
568
2947
$8K ﹤0.01%
154
2948
$8K ﹤0.01%
295
2949
$8K ﹤0.01%
13
2950
$8K ﹤0.01%
1,000