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
2901
$8K ﹤0.01%
680
2902
$8K ﹤0.01%
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2903
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2904
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2905
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2906
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2907
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2908
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2909
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458
2910
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6,000
2911
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2,974
2912
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2913
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2914
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2915
$8K ﹤0.01%
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2916
$8K ﹤0.01%
2,239
2917
$8K ﹤0.01%
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2918
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2919
$8K ﹤0.01%
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2920
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700
2921
$8K ﹤0.01%
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2922
$8K ﹤0.01%
375
2923
$8K ﹤0.01%
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2924
$8K ﹤0.01%
241
2925
$8K ﹤0.01%
241