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
2801
$10K ﹤0.01%
380
2802
$10K ﹤0.01%
200
2803
$10K ﹤0.01%
68
2804
$10K ﹤0.01%
262
2805
$10K ﹤0.01%
850
2806
$10K ﹤0.01%
87
2807
$10K ﹤0.01%
174
2808
$10K ﹤0.01%
392
2809
$10K ﹤0.01%
164
2810
$10K ﹤0.01%
550
2811
$10K ﹤0.01%
501
2812
$10K ﹤0.01%
200
2813
$10K ﹤0.01%
218
2814
$10K ﹤0.01%
215
2815
$10K ﹤0.01%
350
2816
$10K ﹤0.01%
385
2817
$10K ﹤0.01%
562
2818
$10K ﹤0.01%
350
2819
$10K ﹤0.01%
335
2820
$10K ﹤0.01%
150
2821
$10K ﹤0.01%
1,000
2822
$9K ﹤0.01%
2
2823
$9K ﹤0.01%
265
2824
$9K ﹤0.01%
6,000
2825
$9K ﹤0.01%
276
111 112
113
114 115