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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
3226
$5K ﹤0.01%
221
3227
$5K ﹤0.01%
150
3228
$5K ﹤0.01%
396
3229
$5K ﹤0.01%
100
3230
$4K ﹤0.01%
375
3231
$4K ﹤0.01%
133
3232
$4K ﹤0.01%
1
3233
$4K ﹤0.01%
162
3234
$4K ﹤0.01%
400
3235
$4K ﹤0.01%
177
3236
$4K ﹤0.01%
103
3237
$4K ﹤0.01%
78
3238
$4K ﹤0.01%
98
3239
$4K ﹤0.01%
216
3240
$4K ﹤0.01%
500
3241
$4K ﹤0.01%
190
3242
$4K ﹤0.01%
200
3243
$4K ﹤0.01%
89
3244
$4K ﹤0.01%
24
3245
$4K ﹤0.01%
245
3246
$4K ﹤0.01%
86
3247
$4K ﹤0.01%
123
3248
$4K ﹤0.01%
102
3249
$4K ﹤0.01%
100
3250
$4K ﹤0.01%
77