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
2601
$14K ﹤0.01%
1,000
2602
$14K ﹤0.01%
220
2603
$14K ﹤0.01%
305
2604
$14K ﹤0.01%
1,100
2605
$14K ﹤0.01%
5,500
2606
$14K ﹤0.01%
1,534
2607
$14K ﹤0.01%
202
2608
$14K ﹤0.01%
663
2609
$14K ﹤0.01%
1,587
2610
$14K ﹤0.01%
450
2611
$14K ﹤0.01%
315
2612
$14K ﹤0.01%
173
2613
$14K ﹤0.01%
406
2614
$14K ﹤0.01%
785
2615
$14K ﹤0.01%
1,100
2616
$14K ﹤0.01%
283
2617
$14K ﹤0.01%
1,082
2618
$14K ﹤0.01%
982
2619
$13K ﹤0.01%
260
2620
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200
2621
$13K ﹤0.01%
353
2622
$13K ﹤0.01%
1,000
2623
$13K ﹤0.01%
199
2624
$13K ﹤0.01%
1,000
2625
$13K ﹤0.01%
620