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
3151
$5K ﹤0.01%
2,270
3152
$5K ﹤0.01%
202
3153
$5K ﹤0.01%
172
3154
$5K ﹤0.01%
180
3155
$5K ﹤0.01%
123
3156
$5K ﹤0.01%
89
3157
$5K ﹤0.01%
70
3158
$5K ﹤0.01%
100
3159
$5K ﹤0.01%
94
3160
$5K ﹤0.01%
81
3161
$5K ﹤0.01%
127
3162
$5K ﹤0.01%
33
3163
$5K ﹤0.01%
375
3164
$5K ﹤0.01%
383
3165
$5K ﹤0.01%
50
3166
$5K ﹤0.01%
122
3167
$5K ﹤0.01%
78
3168
$5K ﹤0.01%
225
3169
$5K ﹤0.01%
75
3170
$5K ﹤0.01%
325
3171
$5K ﹤0.01%
89
3172
$5K ﹤0.01%
250
3173
$5K ﹤0.01%
31
3174
$5K ﹤0.01%
200
3175
$5K ﹤0.01%
100