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
2676
$12K ﹤0.01%
1,250
2677
$12K ﹤0.01%
389
2678
$12K ﹤0.01%
375
2679
$12K ﹤0.01%
697
2680
$12K ﹤0.01%
108
2681
$12K ﹤0.01%
200
2682
$12K ﹤0.01%
145
2683
$12K ﹤0.01%
912
2684
$12K ﹤0.01%
342
2685
$12K ﹤0.01%
211
2686
$12K ﹤0.01%
257
2687
$12K ﹤0.01%
718
2688
$12K ﹤0.01%
593
2689
$12K ﹤0.01%
1,200
2690
$12K ﹤0.01%
162
2691
$12K ﹤0.01%
1,061
2692
$12K ﹤0.01%
50
2693
$12K ﹤0.01%
3,043
2694
$12K ﹤0.01%
433
2695
$12K ﹤0.01%
100
2696
$12K ﹤0.01%
3,100
2697
$12K ﹤0.01%
126
2698
$12K ﹤0.01%
400
2699
$12K ﹤0.01%
1,269
2700
$12K ﹤0.01%
332
106 107
108
109 110