IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2501
$17K ﹤0.01%
150
2502
$17K ﹤0.01%
1,397
2503
$17K ﹤0.01%
686
2504
$17K ﹤0.01%
1,683
2505
$17K ﹤0.01%
131
2506
$17K ﹤0.01%
560
2507
$17K ﹤0.01%
302
2508
$17K ﹤0.01%
1,331
2509
$16K ﹤0.01%
138
2510
$16K ﹤0.01%
475
2511
$16K ﹤0.01%
125
2512
$16K ﹤0.01%
332
2513
$16K ﹤0.01%
409
2514
$16K ﹤0.01%
1,722
2515
$16K ﹤0.01%
875
2516
$16K ﹤0.01%
812
2517
$16K ﹤0.01%
787
2518
$16K ﹤0.01%
732
2519
$16K ﹤0.01%
406
2520
$16K ﹤0.01%
1,105
2521
$16K ﹤0.01%
452
2522
$16K ﹤0.01%
671
2523
$16K ﹤0.01%
474
2524
$16K ﹤0.01%
910
2525
$16K ﹤0.01%
1,032