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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
3051
$6K ﹤0.01%
2,200
3052
$6K ﹤0.01%
180
3053
$6K ﹤0.01%
118
3054
$6K ﹤0.01%
408
3055
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52
3056
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235
3057
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163
3058
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200
3059
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178
3060
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128
3061
$6K ﹤0.01%
413
3062
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500
3063
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3064
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45
3065
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3066
$6K ﹤0.01%
1,412
3067
$6K ﹤0.01%
346
3068
$6K ﹤0.01%
58
3069
$6K ﹤0.01%
312
3070
$6K ﹤0.01%
915
3071
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233
3072
$6K ﹤0.01%
159
3073
$6K ﹤0.01%
128
3074
$6K ﹤0.01%
372
3075
$6K ﹤0.01%
42