We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2651
$13K ﹤0.01%
353
2652
$13K ﹤0.01%
1,403
2653
$13K ﹤0.01%
982
2654
$13K ﹤0.01%
125
2655
$13K ﹤0.01%
532
2656
$12K ﹤0.01%
125
2657
$12K ﹤0.01%
258
2658
$12K ﹤0.01%
134
2659
$12K ﹤0.01%
272
2660
$12K ﹤0.01%
457
2661
$12K ﹤0.01%
251
2662
$12K ﹤0.01%
758
2663
$12K ﹤0.01%
282
2664
$12K ﹤0.01%
1,250
2665
$12K ﹤0.01%
389
2666
$12K ﹤0.01%
375
2667
$12K ﹤0.01%
697
2668
$12K ﹤0.01%
108
2669
$12K ﹤0.01%
200
2670
$12K ﹤0.01%
145
2671
$12K ﹤0.01%
342
2672
$12K ﹤0.01%
211
2673
$12K ﹤0.01%
257
2674
$12K ﹤0.01%
718
2675
$12K ﹤0.01%
593