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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
3351
$3K ﹤0.01%
167
3352
$3K ﹤0.01%
69
3353
$3K ﹤0.01%
60
3354
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155
3355
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186
3356
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26
3357
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135
3358
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135
3359
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814
3360
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251
3361
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97
3362
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65
3363
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3364
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3365
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79
3366
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100
3367
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3368
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500
3369
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3370
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1,380
3371
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147
3372
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100
3373
$3K ﹤0.01%
610
3374
$3K ﹤0.01%
46
3375
$3K ﹤0.01%
98