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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
2426
$19K ﹤0.01%
2,845
2427
$19K ﹤0.01%
733
2428
$18K ﹤0.01%
387
2429
$18K ﹤0.01%
408
2430
$18K ﹤0.01%
312
2431
$18K ﹤0.01%
86
2432
$18K ﹤0.01%
1,860
2433
$18K ﹤0.01%
1,000
2434
$18K ﹤0.01%
750
2435
$18K ﹤0.01%
750
2436
$18K ﹤0.01%
2,000
2437
$18K ﹤0.01%
812
2438
$18K ﹤0.01%
341
2439
$18K ﹤0.01%
489
2440
$18K ﹤0.01%
2,839
2441
$18K ﹤0.01%
121
2442
$18K ﹤0.01%
294
2443
$18K ﹤0.01%
90
2444
$18K ﹤0.01%
202
2445
$18K ﹤0.01%
86
2446
$18K ﹤0.01%
1,098
2447
$18K ﹤0.01%
712
2448
$18K ﹤0.01%
900
2449
$18K ﹤0.01%
570
2450
$18K ﹤0.01%
933