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
3326
$4K ﹤0.01%
1,418
3327
$4K ﹤0.01%
221
3328
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62
3329
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138
3330
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3331
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3332
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361
3333
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3334
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3335
$4K ﹤0.01%
60
3336
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68
3337
$3K ﹤0.01%
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3338
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1,127
3339
$3K ﹤0.01%
60
3340
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3341
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46
3342
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3343
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3344
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734
3345
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14
3346
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3347
$3K ﹤0.01%
100
3348
$3K ﹤0.01%
401
3349
$3K ﹤0.01%
1,671
3350
$3K ﹤0.01%
92