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
2751
$11K ﹤0.01%
458
2752
$11K ﹤0.01%
500
2753
$11K ﹤0.01%
4,820
2754
$11K ﹤0.01%
455
2755
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250
2756
$11K ﹤0.01%
68
2757
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477
2758
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2759
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2760
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553
2761
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757
2762
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150
2763
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327
2764
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133
2765
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4,483
2766
$11K ﹤0.01%
337
2767
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2768
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2769
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2770
$10K ﹤0.01%
4,500
2771
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505
2772
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144
2773
$10K ﹤0.01%
200
2774
$10K ﹤0.01%
233
2775
$10K ﹤0.01%
100
109 110
111
112 113