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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
3576
$2K ﹤0.01%
5
3577
$2K ﹤0.01%
219
3578
$2K ﹤0.01%
70
3579
$2K ﹤0.01%
14
3580
$2K ﹤0.01%
57
3581
$2K ﹤0.01%
1,689
3582
$2K ﹤0.01%
300
3583
$2K ﹤0.01%
10
3584
$2K ﹤0.01%
1,092
3585
$2K ﹤0.01%
23
3586
$2K ﹤0.01%
233
3587
$2K ﹤0.01%
1,600
3588
$2K ﹤0.01%
2,260
3589
$2K ﹤0.01%
49
3590
$2K ﹤0.01%
100
3591
$2K ﹤0.01%
258
3592
$2K ﹤0.01%
150
3593
$2K ﹤0.01%
26
3594
$2K ﹤0.01%
85
3595
$2K ﹤0.01%
3
3596
$2K ﹤0.01%
100
3597
$2K ﹤0.01%
625
3598
$1K ﹤0.01%
25
3599
$1K ﹤0.01%
79
3600
$1K ﹤0.01%
36
142 143
144
145 146