IFP

Independent Franchise Partners Portfolio holdings

AUM $15.2B
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.51B
AUM Growth
-$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$116M
2 +$74.6M
3 +$5.17M
4
ZG icon
Zillow
ZG
+$279K

Top Sells

1 +$80.9M
2 +$67.9M
3 +$66.8M
4
ACN icon
Accenture
ACN
+$29.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$24.3M

Sector Composition

1 Communication Services 28.96%
2 Financials 21.08%
3 Technology 15.24%
4 Healthcare 13.27%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,642,442