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
3351
$3K ﹤0.01%
500
3352
$3K ﹤0.01%
124
3353
$3K ﹤0.01%
286
3354
$3K ﹤0.01%
241
3355
$3K ﹤0.01%
6
3356
$3K ﹤0.01%
87
3357
$3K ﹤0.01%
123
3358
$3K ﹤0.01%
100
3359
$3K ﹤0.01%
76
3360
$3K ﹤0.01%
+1
3361
$3K ﹤0.01%
175
3362
$3K ﹤0.01%
167
3363
$3K ﹤0.01%
69
3364
$3K ﹤0.01%
60
3365
$3K ﹤0.01%
155
3366
$3K ﹤0.01%
186
3367
$3K ﹤0.01%
26
3368
$3K ﹤0.01%
135
3369
$3K ﹤0.01%
135
3370
$3K ﹤0.01%
814
3371
$3K ﹤0.01%
97
3372
$3K ﹤0.01%
65
3373
$3K ﹤0.01%
42
3374
$3K ﹤0.01%
122
3375
$3K ﹤0.01%
79