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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
3476
$2K ﹤0.01%
24
3477
$2K ﹤0.01%
101
3478
$2K ﹤0.01%
45
3479
$2K ﹤0.01%
79
3480
$2K ﹤0.01%
10
3481
$2K ﹤0.01%
310
3482
$2K ﹤0.01%
100
3483
$2K ﹤0.01%
121
3484
$2K ﹤0.01%
62
3485
$2K ﹤0.01%
166
3486
$2K ﹤0.01%
64
3487
$2K ﹤0.01%
3
3488
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108
3489
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500
3490
$2K ﹤0.01%
152
3491
$2K ﹤0.01%
52
3492
$2K ﹤0.01%
66
3493
$2K ﹤0.01%
39
3494
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28
3495
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77
3496
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82
3497
$2K ﹤0.01%
25
3498
$2K ﹤0.01%
62
3499
$2K ﹤0.01%
122
3500
$2K ﹤0.01%
25
138 139
140
141 142