IFP

Independent Franchise Partners Portfolio holdings

AUM $15B
1-Year Est. Return 35.42%
This Quarter Est. Return
1 Year Est. Return
+35.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.2B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$60.5M
2
+$59.2M
3
+$54.5M
4
PG icon
Procter & Gamble
PG
+$51.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$48.6M

Top Sells

1
+$88M
2
+$79.7M

Sector Composition

1 Consumer Staples 31.7%
2 Technology 24.76%
3 Healthcare 23.45%
4 Financials 15.05%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$709M 9.84%
8,498,276
+710,105
2
$631M 8.76%
25,041,132
+1,524,656
3
$619M 8.6%
13,360,521
+1,175,665
4
$584M 8.11%
5,483,243
+456,217
5
$545M 7.57%
15,912,523
+892,545
6
$533M 7.4%
6,557,718
+743,522
7
$452M 6.27%
9,606,515
+907,810
8
$428M 5.94%
5,107,674
+618,571
9
$408M 5.66%
11,042,207
+1,135,580
10
$379M 5.26%
9,115,961
+773,372
11
$363M 5.03%
15,210,491
+1,058,995
12
$323M 4.48%
3,820,579
+207,895
13
$310M 4.3%
3,276,038
-931,697
14
$289M 4.02%
5,000,330
+447,755
15
$249M 3.46%
2,554,761
-816,599
16
$113M 1.57%
1,210,811
+300,371
17
$103M 1.42%
994,504
+247,366
18
$97.1M 1.35%
1,925,554
+460,574
19
$68.2M 0.95%
1,494,970
+371,288