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
3451
$3K ﹤0.01%
250
3452
$3K ﹤0.01%
109
3453
$3K ﹤0.01%
444
3454
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3455
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600
3456
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3457
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3458
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3459
$3K ﹤0.01%
33
3460
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3461
$3K ﹤0.01%
5,600
3462
$3K ﹤0.01%
36
3463
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15
3464
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67
3465
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3466
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137
3467
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73
3468
$2K ﹤0.01%
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3469
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3470
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3471
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3472
$2K ﹤0.01%
40
3473
$2K ﹤0.01%
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3474
$2K ﹤0.01%
74
3475
$2K ﹤0.01%
57
137 138
139
140 141