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
3426
$3K ﹤0.01%
230
3427
$3K ﹤0.01%
100
3428
$3K ﹤0.01%
131
3429
$3K ﹤0.01%
602
3430
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317
3431
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117
3432
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100
3433
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78
3434
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3435
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45
3436
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100
3437
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74
3438
$3K ﹤0.01%
600
3439
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37
3440
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99
3441
$3K ﹤0.01%
118
3442
$3K ﹤0.01%
48
3443
$3K ﹤0.01%
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3444
$3K ﹤0.01%
1,603
3445
$3K ﹤0.01%
116
3446
$3K ﹤0.01%
118
3447
$3K ﹤0.01%
169
3448
$3K ﹤0.01%
407
3449
$3K ﹤0.01%
814
3450
$3K ﹤0.01%
54
136 137
138
139 140