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
2701
$12K ﹤0.01%
1,200
2702
$12K ﹤0.01%
1,361
2703
$12K ﹤0.01%
1,804
2704
$12K ﹤0.01%
245
2705
$12K ﹤0.01%
502
2706
$11K ﹤0.01%
157
2707
$11K ﹤0.01%
154
2708
$11K ﹤0.01%
327
2709
$11K ﹤0.01%
155
2710
$11K ﹤0.01%
282
2711
$11K ﹤0.01%
420
2712
$11K ﹤0.01%
275
2713
$11K ﹤0.01%
507
2714
$11K ﹤0.01%
880
2715
$11K ﹤0.01%
700
2716
$11K ﹤0.01%
3,400
2717
$11K ﹤0.01%
261
2718
$11K ﹤0.01%
84
2719
$11K ﹤0.01%
291
2720
$11K ﹤0.01%
218
2721
$11K ﹤0.01%
1,000
2722
$11K ﹤0.01%
173
2723
$11K ﹤0.01%
501
2724
$11K ﹤0.01%
360
2725
$11K ﹤0.01%
233