We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3251
$4K ﹤0.01%
220
3252
$4K ﹤0.01%
160
3253
$4K ﹤0.01%
68
3254
$4K ﹤0.01%
280
3255
$4K ﹤0.01%
137
3256
$4K ﹤0.01%
137
3257
$4K ﹤0.01%
263
3258
$4K ﹤0.01%
204
3259
$4K ﹤0.01%
40
3260
$4K ﹤0.01%
115
3261
$4K ﹤0.01%
125
3262
$4K ﹤0.01%
203
3263
$4K ﹤0.01%
111
3264
$4K ﹤0.01%
83
3265
$4K ﹤0.01%
132
3266
$4K ﹤0.01%
183
3267
$4K ﹤0.01%
30
3268
$4K ﹤0.01%
50
3269
$4K ﹤0.01%
138
-4
3270
$4K ﹤0.01%
4,000
3271
$4K ﹤0.01%
225
3272
$4K ﹤0.01%
100
3273
$4K ﹤0.01%
50
3274
$4K ﹤0.01%
50
3275
$4K ﹤0.01%
297