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
3001
$7K ﹤0.01%
253
3002
$7K ﹤0.01%
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3003
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400
3004
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3005
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3006
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17
+15
3007
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3008
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3009
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3010
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3011
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3012
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3013
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3014
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3015
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3016
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324
3017
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3018
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3019
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3020
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3021
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2,000
3022
$7K ﹤0.01%
477
3023
$7K ﹤0.01%
920
3024
$7K ﹤0.01%
126
3025
$7K ﹤0.01%
384