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
2551
$15K ﹤0.01%
131
2552
$15K ﹤0.01%
208
2553
$15K ﹤0.01%
1,000
2554
$15K ﹤0.01%
1,000
2555
$15K ﹤0.01%
657
2556
$15K ﹤0.01%
645
2557
$15K ﹤0.01%
213
2558
$15K ﹤0.01%
1,031
2559
$15K ﹤0.01%
1,120
2560
$15K ﹤0.01%
580
2561
$15K ﹤0.01%
117
2562
$15K ﹤0.01%
1,000
2563
$15K ﹤0.01%
418
2564
$15K ﹤0.01%
1,000
2565
$15K ﹤0.01%
175
2566
$15K ﹤0.01%
153
+100
2567
$15K ﹤0.01%
150
2568
$15K ﹤0.01%
52
2569
$15K ﹤0.01%
665
2570
$15K ﹤0.01%
250
2571
$15K ﹤0.01%
4,050
2572
$15K ﹤0.01%
313
2573
$15K ﹤0.01%
969
2574
$15K ﹤0.01%
354
2575
$15K ﹤0.01%
500