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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
3026
$7K ﹤0.01%
312
3027
$7K ﹤0.01%
2,000
3028
$7K ﹤0.01%
477
3029
$7K ﹤0.01%
920
3030
$7K ﹤0.01%
126
3031
$7K ﹤0.01%
384
3032
$7K ﹤0.01%
336
3033
$7K ﹤0.01%
249
3034
$7K ﹤0.01%
484
3035
$7K ﹤0.01%
483
3036
$7K ﹤0.01%
100
3037
$7K ﹤0.01%
3,570
3038
$6K ﹤0.01%
169
3039
$6K ﹤0.01%
1
3040
$6K ﹤0.01%
162
3041
$6K ﹤0.01%
428
3042
$6K ﹤0.01%
129
3043
$6K ﹤0.01%
310
3044
$6K ﹤0.01%
34
3045
$6K ﹤0.01%
332
3046
$6K ﹤0.01%
103
3047
$6K ﹤0.01%
159
3048
$6K ﹤0.01%
235
3049
$6K ﹤0.01%
235
3050
$6K ﹤0.01%
118