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
2576
$15K ﹤0.01%
172
2577
$15K ﹤0.01%
2,236
2578
$15K ﹤0.01%
800
2579
$15K ﹤0.01%
399
2580
$15K ﹤0.01%
939
2581
$15K ﹤0.01%
689
2582
$14K ﹤0.01%
400
2583
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219
2584
$14K ﹤0.01%
1,241
2585
$14K ﹤0.01%
166
2586
$14K ﹤0.01%
674
2587
$14K ﹤0.01%
2,516
+2,000
2588
$14K ﹤0.01%
536
2589
$14K ﹤0.01%
664
2590
$14K ﹤0.01%
161
2591
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435
2592
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628
2593
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150
2594
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1,076
2595
$14K ﹤0.01%
7,500
2596
$14K ﹤0.01%
252
2597
$14K ﹤0.01%
546
2598
$14K ﹤0.01%
397
2599
$14K ﹤0.01%
1,600
2600
$14K ﹤0.01%
563