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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
2951
$8K ﹤0.01%
331
2952
$8K ﹤0.01%
131
2953
$8K ﹤0.01%
186
2954
$8K ﹤0.01%
1,740
2955
$8K ﹤0.01%
2,100
2956
$8K ﹤0.01%
472
2957
$8K ﹤0.01%
800
2958
$8K ﹤0.01%
800
2959
$8K ﹤0.01%
102
2960
$8K ﹤0.01%
877
2961
$8K ﹤0.01%
362
2962
$8K ﹤0.01%
450
2963
$8K ﹤0.01%
581
2964
$8K ﹤0.01%
650
2965
$8K ﹤0.01%
1,000
2966
$8K ﹤0.01%
140
2967
$8K ﹤0.01%
2,417
2968
$8K ﹤0.01%
442
2969
$8K ﹤0.01%
156
2970
$8K ﹤0.01%
125
2971
$8K ﹤0.01%
458
2972
$8K ﹤0.01%
6,000
2973
$8K ﹤0.01%
2,974
2974
$8K ﹤0.01%
29
2975
$8K ﹤0.01%
132